Koley Jessen P.C.

Private Wealth Law Department

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This "top-notchfirm" advises high net worth individuals and families, business owners and family offices on a range of wealth transfer matters. The team's work includes trust and estate planning and administration, business succession planning and matters concerning planned giving and non-profit entities.

"They are all great - all the attorneys are great and very welcoming when you walk in. They are all real nice," says an interviewee, who adds: "I'd recommend them to anybody. In fact, I have."

Notable practitioners

Alexander Wolf is "very technical and very personable," according to an interviewee. He assists clients with estate planning and administration, business succession matters and tax plans. "He is the expert in the room, and clients are very comfortable with him. A lot of topics can be uncomfortable to talk about and very complex, but he puts people at ease and communicates complex scenarios in a manner that makes them understand," enthuses a source.

Brandon Hamm is notable for advising wealthy individuals, families and business owners on "high-level estate planning." A source says: "He is great, he's very technical and very knowledgeable." Another interviewee says that Hamm is "top-notch in terms of talent, knowledge base and reputation in the community."

Kurt Tjaden "is a very good lawyer. He represents his clients very well. He is very experienced. He has done a lot of advanced planning as an adviser to individuals and entrepreneurs, and has done extensive planning for multi-generational trusts," explains a commentator. Another source describes Tjaden as "incredibly intelligent" and says that he is "very current in his craft in terms of any new developments that occur." In addition to handling estate planning matters, Tjaden also represents clients involved in tax disputes with the IRS.

Lisa Lehan advises on a range of wealth transfer matters, including estate planning and business planning. She also assists wealthy clients with tax matters.