I focus on business succession planning and have extensive experience in advising closely held business owners on issues relating to business structuring, ownership succession, wealth transfer planning, and individual estate and tax planning.
I help clients with businesses, complicated assets, real estate, and unique family situations develop estate and business succession plans to ensure that their legacy is continued in the next generation and their assets are protected. I aim to communicate the important (and sometimes technically challenging) aspects of the plan and its implications in understandable terms. Even for the most complicated plan, I make sure that I can explain it on a single page. I work closely with each client’s professional advisors, including family offices, CPAs, investment advisors, insurance advisors, and CFOs. We all bring unique abilities to the table, and this collaborative approach ensures the best outcome.
Outside of work, I spend as much time as I can with my wife and two daughters out on White Bear Lake. I also compete in waterski tournaments along with my daughters. More accurately, the girls compete…I make sure no one else finishes last. I also enjoy coaching youth basketball.
Honors & Awards
Minnesota Super Lawyers®, 2016-2019
Associations & Memberships
Twin Cities Business
Editorial Advisory Committee Member, Topics and Trends in Trust and Estate Planning, Feb. 2013
Greater White Bear Lake Community Foundation