As the Baby Boomer Generation retires and eventually dies, the greatest transfer of wealth will occur. According to many sources, it will dwarf any prior wealth transfer. This transfer gives those anticipated to inherit the wealth a great opportunity to open the lines of communication with their families to plan for the shift that has already started. Read on to learn more.
Associate Attorney at German Law
John Oelke is an Associate Attorney and joined the firm in March 2022. He concentrates his practice on Estate Planning. He graduated from the University of North Dakota with a Bachelor of Business Administration in Finance specializing in Investments in December 2017. John earned his J.D. from the Creighton University School of Law in Omaha Nebraska in 2021. He is admitted to practice in both Minnesota and North Dakota.
John grew up on a small livestock farm in west central Minnesota. He now lives in Grand Forks with his wife Maggie and their two daughters. In his free time John enjoys reading, taking his family to North Dakota and Minnesota state parks and rooting for all UND and Minnesota professional sports.
John grew up on a small livestock farm in west central Minnesota. He now lives in Grand Forks with his wife Maggie and their two daughters. In his free time John enjoys reading, taking his family to North Dakota and Minnesota state parks and rooting for all UND and Minnesota professional sports.
Latest posts by John Oelke (see all)
- IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis - September 28, 2023
- What Counts as Income and Countable Resources for Medicaid Eligibility in North Dakota? - September 26, 2023
- Understanding the Uniform Transfer to Minors Act - September 21, 2023
