Private Wealth Law
High Net Worth Guide 2024 : Minnesota
Band 1
Contact number
+1 612 632 3000About
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
Lathrop GPM's trusts, estates and legacy planning team is one of the largest in the state and across the region. The team remains a respected choice for high net worth clients requiring sophisticated trusts and estates advice.
Strengths
Provided by Chambers
"The team at Lathrop GPM is very impressive. They are one of the best teams in the nation, are always available and are proactive in their approach."
"They are a premier firm that I refer clients to. They have a long history of being excellent at what they do."
"The team that we work with is very professional and we have not run into any situation where they are not able to address it."
"Lathrop answer all questions in a timely manner and can help with anything we have asked of them."
"The team at Lathrop GPM is very impressive. They are one of the best teams in the nation, are always available and are proactive in their approach."
"They are a premier firm that I refer clients to. They have a long history of being excellent at what they do."
"The team that we work with is very professional and we have not run into any situation where they are not able to address it."
"Lathrop answer all questions in a timely manner and can help with anything we have asked of them."
Notable Practitioners
Ann Burns is a distinguished lawyer who advises on a range of high-value matters, including estate planning, charitable gifts, business succession, trusts and estates, and taxation. Burns also has a CPA background, which informs her practice.
"Ann is one of the pillars of the trust and estate community."
"Ann is a well-regarded attorney with many years of experience."
James Lamm is a private wealth law practitioner engaged in complex and high-value tax matters.
"Jim is very knowledgeable and well regarded through ACTEC."
Marya Robben is department head and has extensive experience in estate planning and tax advice.
"Marya is a really good attorney. She is respected by clients. She is thoughtful and clients value her advice."
"I don't know how she turns things around so fast. She is perhaps the most responsive attorney I've worked with."
Matthew Shea is an estate planner with extensive experience in planning for wealthy clients. He is well regarded for his technical capacity as well as his client service.
"Matt is very thoughtful and is good at coming up with solutions. He also has a knack for anticipating and addressing the next question."
"Matthew is a really practical estate planner. He is a really thoughtful, kind, smart guy."
"I would rate Matt Shea ten out of ten for his knowledge."
"Matt is my estate planning go-to. He has been a great source of knowledge and guidance - a top-notch individual!"
Brian Dillon is a partner in the trusts and estate litigation department of Lathrop GPM in the Minneapolis office. Dillon handles high-value private wealth disputes matters.
"Brian has been an absolute pleasure to work with. A true professional who I trust with some pretty big things! He is a great asset to me when I need someone to lead the charge."
Edward Tully is a respected lawyer with expertise in high net worth estate and tax planning matters.
"Edward is very good at getting things done in a timely manner. He is also very thorough in getting into the details."
"Edward has a great demeanour. He handles matters that are highly technical with great skill."
"He is very thoughtful and has done a lot of work on business succession planning."
Ranked Individuals at
Lathrop GPM
Minnesota
Members
Provided by Lathrop GPM