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Chat withState: Minnesota
Acquired: 2006
No misconduct found
State: North Dakota
Acquired: 2019
No misconduct found
5200 Willson Road, Suite 150, Edina, MN, 55424-1300
2 Client Reviews
Showing 1 - 1 of 1 review | Trustworthiness
Posted by Diane | August 07, 2023 | Hired Attorney | Trusts
Did not follow through to complete the forms necessary to have my IRA etc. in my trust
Jamie Held collected her fee and made up a nice binder book, but did not follow through with filing the papers necessary for my trust. My biggest asset, my IRA, was never put in the trust. I’m gonna have to do that myself to make sure it’s done. I would not recommend her at all.
"I have been happy to refer my clients needing complex estate planning or probate assistance to Jamie. She has been a wonderful resource for them, and I have heard nothing but good feedback from the clients who have used her services."
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2010 - Present
Attorney, Held Law Office
2007 - 2010
International Tax Consultant, KPMG LLP
2006 - 2007
Judicial Law Clerk, Minnesota Court of Appeals
2006 - Present
Minnesota State Bar AssociationMember
2006 - Present
Hennepin County Bar AssociationMember
2006
JD - Juris Doctor
2001
BS - Bachelor of Science
English