Jolene R. Klocker Schley

Jolene R. Klocker Schley

Location:
Saint Cloud, Minnesota
Phone:
320-200-4928
Fax:
320-251-1415
Email:

Jolene Klocker Schley has been practicing for over 10 years and concentrates in the Trusts and Estate area, including estate planning; probate and trust administration; income, estate, gift and generation skipping transfer tax planning; family business succession planning; medical assistance and nursing home planning; and charitable giving. Jolene is also part of the Business Practice Group. Prior to joining Quinlivan & Hughes in 2013, Jolene was the Legal/Compliance/Credit Administration Officer at a commercial bank in the Twin Cities.

In her practice, Jolene helps her clients and their families accomplish their estate planning objectives with the minimum tax cost. She frequently drafts instruments such as wills, powers of attorney, health care directives, revocable living trusts, disclaimer trusts, credit shelter and marital deduction trusts, irrevocable life insurance trusts, supplemental and special needs trusts, antenuptial and postnuptial agreements, and limited liability companies.

She also helps families probate wills and administer trusts after a family member dies, as well as preparing gift and estate tax returns.

  • Areas of Practice
    • Wills and Trusts
    • Elder Law
    • Probate and Estate Administration
    • Trust Administration
    • Estate & Gift Tax Return Preparation
    • Estate & Tax Planning
    • Antenuptial and Postnuptial Agreements
    • Guardianships and Conservatorships
    • Retirement Benefit Planning
    • Business Succession Planning
  • Bar Admissions
    • Minnesota, 2006
  • Education
    • University of St. Thomas School of Law, Minneapolis, Minnesota
      • J.D. - 2006
    • College of St. Benedict, Saint Joseph, Minnesota
      • B.S. - 2002
      • Major: Political Science
  • Professional Associations and Memberships
    • Central Minnesota Estate Planning Council
    • Minnesota State Bar Association, Probate and Trust Section
    • Minnesota Women Lawyers Association
    • Seventh Judicial District Bar Association
    • Stearns-Benton Bar Association
    • Central Minnesota Planned Giving Council
    • Monticello Chamber of Commerce and Industry
  • Past Employment Positions
    • Maple Bank in Champlin, Minnesota, Legal/Compliance/Credit Administration Officer
  • Community Involvement
    • Central Minnesota Legal Services
    • Donor Engagement Committee - Central Minnesota Community Foundation
    • Leave a Legacy
    • Rotary Club of St. Cloud
    • Wills for Heroes
    • Light the Legacy - Board of Directors
  • Languages
    • English