Private Wealth Law
Provided by Lathrop GPM
The Lathrop GPM Trusts, Estates & Legacy Planning team offers comprehensive strategies for individuals and families with significant wealth (and the advisors who support them), nonprofit foundations and family offices, employing savvy navigation of the ever-changing tax landscape, cutting-edge estate planning techniques, and – when needed – advocacy in disputes involving trusts or estates.
Individuals and entities with significant wealth need legal advisors who can provide custom solutions to their most crucial wealth transfer and business succession concerns. Understanding your estate planning and succession goals – and helping to achieve them with the lowest possible tax consequence – is our #1 priority. Additional information and qualifications:
- 33 lawyers and 9 professionals, with decades of experience in the nuances and complexities of wealth strategies, estate, and transfer tax planning; one of the largest, most well-known and established Trusts, Estates & Legacy Planning groups in the Upper and Central Midwest.
- Lathrop GPM offers a full array of services for high net worth clients, including Corporate, Real Estate, Tax, Intellectual Property, Employment, Dispute Resolution, Succession Planning, and more.
- Lathrop GPM represents many closely held businesses and has established a strong record serving as trusted advisors and outside general counsel. Our Trusts, Estates & Legacy Planning attorneys also serve as advisors to trustees of trusts and family offices.
The trusts, estates and legacy planning team at Lathrop GPM advises wealthy clients on estate administration and trust matters. The team also has experience advising on art law.
A source notes that the team is "easy to work with and communicative too," adding that they are "also very competent."
James Betterman advises high net worth clients on a range of private client matters, including estate planning, wills and trusts. He also advises on a wide array of tax matters.
Peter Brown has considerable experience advising high net worth clients. A source explains: "Peter's breadth of experience over time with an array of sophisticated clients has given him a unique perspective and ability to anticipate and proactively advise on a myriad of issues." Another interviewee notes that Peter is "very experienced, thoughtful and knowledgeable."
Ruth Brackney advises her clients on estate planning, trusts and tax matters. A source says: "She is knowledgeable and experienced and also detail-oriented and a good communicator." Another interviewee notes: "Ruth is both an engaged and proactive strategic adviser, and one who knows how to implement and execute."
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Provided by Lathrop GPM