Professional Services

Trusts, Estates, Wealth Planning, Business Succession Planning

For over twenty five years I have been active in the Twin Cities legal community as an attorney, business consultant, wealth management professional, college professor, speaker and author.

I have extensive experience representing individual and business clients in a variety of financial and estate planning matters including:

•  business succession planning
• family wealth accumulation, preservation and transfer planning
• estate and trust administration and related taxation matters

My law practice focuses on the structure and management of closely held businesses and wealth transition for individuals, business owners and professionals.

I am also an executive coach, public speaking coach and consultant to business owners, executives, professionals and individual investors.

With this blend of skills as a lawyer, coach and business consultant, I devote considerable time and energy to the design and implementation of successful leadership development and business succession plans by ensuring that participants engage in the communication processes necessary to prevent conflict and collaborate toward a solution.

Litigation Consulting and Expert Witness Services

I also provide investment management and fiduciary litigation consulting and expert witness services for both plaintiffs and defendants dealing with trust issues, trust mismanagement and beneficiary rights. I provide assistance resolving issues that arise in the administration of personal trusts and estates when the beneficiaries and the trustee disagree on a course of action.