Overview
Helping Individuals and Families Plan Ahead
Attorneys in Fredrikson & Byron's Trusts & Estates Group combine a variety of professional disciplines to assist the individual, family and family office in creatively and effectively planning for the distribution of property between generations and to charitable organizations. We believe that clients want and deserve a commitment to excellence, respect for confidentiality and timely service. Consistently living up to these expectations, we are responsive and sensitive to client needs as well as cost effectiveness.
Trusts & Estates attorneys share a common denominator of education, experience, and dedication to the field of estate planning.”
The Trusts & Estates Group has been a major focus at Fredrikson & Byron since its inception in 1948. Today the group includes 20 attorneys (including related tax professionals) and seven legal assistants focusing on this area.
The Trusts & Estates Group is well respected both locally and nationally. We are the only law firm in Minnesota with four current or past chairs of the Minnesota State Bar Association Probate and Trust Law Section. We also currently have nine attorneys who are members of the prestigious American College of Trust and Estate Counsel.
All of our Trusts & Estates attorneys share a common denominator of education, experience and dedication to the field of estate planning. In addition, each practitioner brings to the group an array of individual talents so that our clients can benefit from the group's depth and diversity. These attorneys have skills in significant wealth transfer issues, business succession, philanthropy, and family systems.
The rules governing personal and business taxation have grown increasingly complex. We work continuously to expand our base of knowledge, and we are dedicated to the maintenance and growth of our professional reputation through service and scholarship. The group's attorneys frequently lecture in Minnesota, North Dakota, and throughout the country, which keeps us informed of new and "cutting-edge" developments.
Our Trusts & Estates clients benefit from our access to the full range of areas in which Fredrikson & Byron lawyers practice. We maintain strong liaisons with accounting and insurance professionals, trust departments, investment and family office advisors.
In addition to the traditional services related to estates and trusts, the group has organizational development and mediation capabilities to assist with family business transition. We regularly utilize the services of the firm's Financial Services Manager, an attorney and Certified Financial Planner, to provide clients with sophisticated financial analysis and graphic presentations.
Representative Clients
- Individuals
- Families
- Family Offices
- Personal Representatives and Trustees
- Charitable Institutions
Bios
Primary Attorneys
William J. Brody
Bronwen L. Cound
Barry P. Fernald
Jessica L. Foss
David B. Gollin
Mark W. Greiner, Chair
William L. Guy III
Larry D. Hause
Christopher B.
Hunt
Amy L. Jenson
Cari L. Martell
John L. Nelson
Dana M. Neu
Katherine A. Peckham
Katie A. Perleberg
Karen Sandler Steinert
Dale J. Schoonover
Cameron R. Seybolt
F. John Williams III
Masha Yevzelman
Other Professionals
MaKell Baumgartner
Lynn M. Brunner
Barbara J. Fritz
Lacey L. Hanson
Andrea G. Jenson-Packer
Deborah A. Moeller
Kim M. Thompson
Joan D. Wrolstad