Introduction
Peter is a shareholder in Fredrikson & Byron’s Trusts & Estates Group. He joined the firm in 2003, after practicing for three years in Boston,
Peter also works with foundations and other nonprofit organizations on a range of issues, including choice of entity, obtaining and maintaining tax-exempt status, compliance with state and federal regulations, governance, and mergers.
Education
- New York University School of Law, J.D., 2000
- Concordia College, B.A., Philosophy and English Literature, 1996, summa cum laude
Bar Admissions
- Massachusetts, 2001
- Minnesota, 2003
Practice Areas
Selected Publications & Presentations
- “Post-Mortem Planning,” Minnesota Society of Certified Public Accountants 57th Annual Tax Conference, November 15, 2011
- “The Attorney - Business Owner Relationship,” Augsburg College Business Law Program, November 8, 2011
- “Estate Planning Strategies: Planning and Drafting to Succeed,” Minnesota Continuing Legal Education, October 19, 2011
- “Preserving and Transferring Family Values Through Generations--A Case Study,” North Dakota Prairie Family Business Conference, September 15, 2011
- “Minnesota Legislation Update,” Minnesota State Bar Association 37th Annual Probate & Trust Law Section Conference, June 6 & 7, 2011
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- “The Family Business Fire Drill,” Prairie Family Business Association 19th Annual Conference, April 1, 2011
- “Minnesota Legislation Update,” Minnesota State Bar Association 36th Annual Probate & Trust Law Section Conference, June 7 & 8, 2010
- “Letting Go: Family Business Transition,” Prairie Family Business Association 18th Annual Conference, April 23, 2010
- “Board Self-Assessments: Looking in the Mirror and Then What?,” Eide Bailly’s 29th Annual Bankers Seminar, October 29 and November 5, 2009
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- “2009 Legislative Update and Looking Ahead to 2010,” Minnesota State Bar Association Probate & Trust Law Section, October 5, 2009
- “Minnesota Income Tax Residency of Individuals and Trusts – What Estate Planners Ought to Know,” Minnesota Continuing Legal Education, Highlights of the 2009 Probate & Trust Law Section Conference, September 2009
- “Estate Planning in a Depressed Economy: How to Use it to Your Client’s Advantage,” Minnesota Continuing Legal Education, June 18, 2009
- “Minnesota Income Tax Residency of Individuals and Trusts – What Estate Planners Ought to Know,” Minnesota State Bar Association 35th Annual Probate & Trust Law Section Conference, June 8 & 9, 2009
- “Estate Planning in a Depressed Economy – How to Use it to Your Client’s Advantage,” Minnesota Continuing Legal Education, January 22, 2009
- “In the Matter of the Revocable Trust of Margolis: What Happened? What to do About it,” Minnesota State Bar Association, November 30, 2007
- “Preventing Uncle Sam from Becoming Your Partner at Death,” Eide Bailly’s 27th Annual Bankers Seminar, November 1, 2007
- “Pension Protection Act of 2006” Fredrikson & Byron’s Trusts & Estates Focus Newsletter, May 2007
- “Asset Protection Planning in Minnesota,” Lorman Education Services, May 4, 2006
- “Beyond the Basics: Strategies for Solving Probate Issues and Challenges in Minnesota,” National Business Institute, October 2005
- “The Unintended Consequences of DeCoupling,” Probate and Trust Law Newsletter, Minnesota State Bar Association, January 2005
- “Solutions to Probate Problems--Problem Assets,” Hennepin County Bar Association, January 2005
Professional Activities
- Member of the Governing Council of the Probate and Trust Law Section, Minnesota State Bar Association, 2007-present
- Co-chair of the Legislation Committee of the Probate and Trust Law Section,
- Member of the Legislation Committee of the Probate and Trust Law Section, Minnesota State Bar Association, 2007-present
- Chair of the Newsletter Committee of the Probate and Trust Law Section, Minnesota State Bar Association, 2004-2007
- Member of the Probate and Trust Law Section, Hennepin County Bar Association
Community Involvement
- Minneapolis Estate Planning Council
- Leadership Twin Cities Participant, Minneapolis Regional Chamber of Commerce, 2004-2005