Jim Lamm is a third-generation Minnesota estate planning and tax attorney and a principal in Gray Plant Mooty’s Trust, Estate & Charitable Planning group. Jim focuses his practice on estate planning, tax planning, family business succession planning, probate and trust administration, and charitable giving. Jim works with executives, entrepreneurs, professional athletes, high-net-worth families, and family offices to achieve family goals, pass on family values, and plan for family businesses.
Jim is nationally-known for his speaking and writing on advanced estate planning and tax topics, and he has been interviewed and quoted by The Wall Street Journal, The New York Times, Forbes magazine, The Hill, Intellectual Property Magazine, Kiplinger’s Retirement Report, InvestmentNews, Morningstar, Twin Cities Business magazine, the Pew Research Center, The Associated Press, Reuters, the StarTribune, The Seattle Times, The Washington Post, MSNBC, KSTP television, KMSP television, National Public Radio, and more.
Jim also works with families, family offices, and other professionals to help them through the probate and estate settlement process, to administer trusts, prepare tax returns, and resolve trust, estate, and tax disputes.