I represent clients in connection with preparing comprehensive estate and gift plans that are implemented through wills, trust agreements and related documents. I represents high-net worth individuals and families of all types in charitable gift planning, tax planning, and probate, trust and estate administration, and also work with private foundations and other non-profit organizations in entity formation, obtaining tax-exempt status, and various governance and compliance matters. I work to craft estate plans that are tailored to the needs of clients, working to understand their family dynamics and circumstances well.
What I love about my practice in estate planning is that I get to be two people at once – I get to do very technical and trying work, with close study of tax regulations and statutes, followed by precise and intensely detail-focused drafting, but I don’t have to stay in that world. I get to meet actual individuals, and get to talk to them about their personal selves and their hearts. I get to listen to their stories, hear about their families, and develop a plan for them that takes all of that into account. I find it so gratifying to be able to understand the root of what has been worrying a client, and be able to come up with a creative solution to relieve them of that burden.
Outside of work, I love spending time with my husband and sons, trying new restaurants and entertaining family and friends.
Associations & Memberships
Minnesota State Bar Association
Probate & Trust Law Section