I assist clients with comprehensive estate planning and business planning in Minnesota, Wisconsin and Iowa, which includes sophisticated wealth preservation, transfer, and asset protection techniques. I work with many business owners and highly compensated executives, as well as many farm families. As a trust, estate, and business lawyer, a primary focus is tax minimization and the transition of family wealth to the next generation. I also regularly advise clients on making gifts to charitable organizations, and also count non-profit corporations among my clients.
I regularly advise and assist clients with business transactions, including business entity formation, business succession planning and sales of businesses. Whether representing the buyer of a business or the seller, I am keenly aware of the pros and cons of both stock sales and asset sales, and have worked on a variety of SBA financed deals.
|MN||Authorized to Practice||2011||04/14/2021|
|Estate Planning and Business Planning Attorney||Chandler and Brown, Ltd.||2012 - Present|
|Law Clerk||Snyder & Brandt, P.A.||2009 - 2012|
|Association name||Position name||Duration|
|Minnesota State Bar Association||Member||2011 - Present|
|William Mitchell College of Law||Juris Doctor||2011|
|Iowa State University||Bachelor of Science||2004|
|Top Challenges in Estate Administration||Beneficiary and Heir Problems, Distribution Dilemmas and Legal Ethics Challenges||2018|
|Estate Planning: Top 10 Mistakes to Avoid||Costly Will Drafting Mistakes & Business Entities Pitfalls||2017|
|Minnesota Planned Giving Council Annual Conference||Accepting Gifts of Real Estate||2017|
|Redwing Community Education||5 Costly Estate Planning Mistakes and How To Avoid Them||2016|
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