Education

• LL.M. in Taxation, Boston University
• J.D., University of St. Thomas School of Law
• Certificate, Estate Planning, Boston University
• B.A., History and International Studies

Bar Admissions

Minnesota
Wisconsin
Wyoming
Texas
Montana
New York
United States Tax Court
United States District Court

Estates & Trusts Planning

• Understanding in the unique structures needed for International Estate Planning.
• Comprehensive and specialized estate plans, including wills, revocable trusts, irrevocable trusts, powers of attorney, health care directives and more.
• Guidance through the complex family dynamics following the death of key family members.
• Coordination of multi-generational goals during estate planning relating to the transfer of wealth.
• Planning for large-scale family real estate assets: homes, vacation properties, and farmland.
• Creation of unique planning tools, such as Asset Protection Trusts, for the protection of heirs.

• Dynastic strategies and tax-efficient vehicles for multi-generational wealth transfer.
• Sophisticated and tax-efficient wealth transfer plans.
• Lifetime gifting strategies (including outright and in trust) that leverage exclusions and exemptions.

• Guidance for tax-efficient strategies in transitioning out of family-owned businesses.
• Advisement to business owners with development of tax-wise giving strategies using business interests.
• Development of tax-efficient strategies in the sale of closely held businesses.

Income Tax Planning

• Evaluate business structures to determine and utilize the most tax-efficient models
• Utilizing asset-based estate planning focused on basis considerations
• Creation of trusts and transfer of trusts to more favorable income tax jurisdictions.
• Achieve income tax goals for high net worth individuals, such as cost basis planning to reduce income tax liability for beneficiaries.

• Represent personal representatives in the administration of estates.
• Assist personal representatives and beneficiaries in navigating the intricacies of an oftentimes emotional and difficult process.
• Represent personal representatives and beneficiaries in contested estate administration cases.

• Work to ensure correct trust administration and that the trust’s purposes are being achieved.
• Work with trust officers, trust companies, trustees, beneficiaries, investment advisors and others throughout the administration of the trust.
• Assist in modifying existing irrevocable trusts, so that they best address current needs and circumstances and changes in the law.

• Oversee and administer the creation of charities and private foundations
• Assist in charitable planning for donations to foreign entities, including exercising expenditure responsibilities and obtaining equivalency determination.
• Represent clients in founding charities worldwide, working closely with local counsel and others to ensure foreign entity achieved not-for-profit status.

• Forming closely held business, including corporation, limited liability companies and limited partnerships.
• Creating and using Special Purpose Entities for estate planning and trust administration.
• Preserving and protecting client entity structures.