Contact number
+1 913 451 5100About
Provided by Lathrop GPM
The Lathrop GPM Trusts, Estates & Legacy Planning team offers comprehensive strategies for individuals and families with significant wealth (and the advisors who support them), nonprofit foundations and family offices, employing savvy navigation of the ever-changing tax landscape, cutting-edge estate planning techniques, and – when needed – advocacy in disputes involving trusts or estates.
Individuals and entities with significant wealth need legal advisors who can provide custom solutions to their most crucial wealth transfer and business succession concerns. Understanding your estate planning and succession goals – and helping to achieve them with the lowest possible tax consequence – is our #1 priority. Additional information and qualifications:
- 33 lawyers and 9 professionals, with decades of experience in the nuances and complexities of wealth strategies, estate, and transfer tax planning; one of the largest, most well-known and established Trusts, Estates & Legacy Planning groups in the Upper and Central Midwest.
- Lathrop GPM offers a full array of services for high net worth clients, including Corporate, Real Estate, Tax, Intellectual Property, Employment, Dispute Resolution, Succession Planning, and more.
- Lathrop GPM represents many closely held businesses and has established a strong record serving as trusted advisors and outside general counsel. Our Trusts, Estates & Legacy Planning attorneys also serve as advisors to trustees of trusts and family offices.
Chambers Review
The trusts, estates and legacy planning team at Lathrop GPM advises wealthy clients on estate administration and trust matters. The team also has experience advising on art law.
Strengths
Provided by Chambers
"Lathrop is innovative and knowledgeable. They work well with our family office and other outside advisers."
"The law firm is very good. The lawyers were very thorough and gave good ideas."
"Lathrop is a large firm with multiple practice areas and a high-quality estate planning group."
"Lathrop is always at the forefront of the latest updates of changes the IRS has made, or is considering making, to the laws related to trusts and gifting."
"Lathrop is my primary firm for ultra-high net worth individuals. They do a phenomenal job of handling complex planning by providing timely work products and suggestions to clients' planning needs."
"Lathrop is innovative and knowledgeable. They work well with our family office and other outside advisers."
"The law firm is very good. The lawyers were very thorough and gave good ideas."
"Lathrop is a large firm with multiple practice areas and a high-quality estate planning group."
"Lathrop is always at the forefront of the latest updates of changes the IRS has made, or is considering making, to the laws related to trusts and gifting."
"Lathrop is my primary firm for ultra-high net worth individuals. They do a phenomenal job of handling complex planning by providing timely work products and suggestions to clients' planning needs."
Notable Practitioners
Peter Brown has considerable experience advising high net worth clients, particularly on estate and tax planning.
"Peter is a very experienced attorney who has guided us for years."
"I cannot imagine anyone better in the field than Peter Brown. He is a genius and never fails to find solutions to complex legal challenges."
Ruth Brackney advises her clients on estate planning, trusts and tax matters. Her work includes advising wealthy individuals and families on gift and estate tax returns and family limited partnerships.
"Ruth was extremely helpful in our estate planning."
"I love working with Ruth. She has a great personality to connect with clients."
"Ruth can explain complicated situations in understandable language, which is wonderful for most of our clients who are petrified of trying to read a trust or will."
James Betterman advises high net worth clients on a range of private client matters, including estate planning, wills and trusts. He also advises on tax matters.
"James is client-friendly and proactive on advising clients on different structures that might make more sense."
"I was impressed with his level of knowledge on estate planning."
Joseph Growney is an expert in sophisticated estate planning, including cross-border planning matters.
"I really enjoy working with Joe - he is very personable and communicates difficult concepts to clients in a great manner."
Justin Whitney handles estate planning and taxation matters. He advises on complex structuring and on strategies around gifting and trusts.
"Justin is extremely knowledgeable, responsive and thorough. He has a remarkable grasp of extremely complex, sophisticated matters and excels in communicating to clients in a language they understand."
"Justin Whitney is very knowledgeable and gives great service."