About

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.



Chambers Review

Provided by Chambers

Private Wealth Law - Minnesota

1
Band 1

What the Team is Known For

Lathrop GPM's trusts, estates and legacy planning team is one of the largest in the state and across the region. The team remains a respected choice for high net worth clients requiring sophisticated trusts and estates advice.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Ann B Burns
1
Ann B Burns
1
Band 1
Ann Burns is a distinguished lawyer who advises on a range of high-value matters, including estate planning, charitable gifts, business succession, trusts and estates, and taxation. Burns also has a CPA background, which informs her practice.

Ann Burns is a top-notch leader in her field.

Ann is known as one of the most experienced and respected attorneys in the region.

James Lamm
1
James Lamm
1
Band 1
James Lamm is a private wealth law practitioner engaged in complex and high-value tax matters.

James Lamm is very well respected for his expertise and is always very responsive to client needs.

I think James is very good at conflict resolution when there are different family dynamics at play. He is patient and efficient.

Marya P Robben
1
Marya P Robben
1
Band 1

Marya Robben is national head of Lathrop GPM's private client group. She has extensive experience in estate planning and tax advice.

Marya is a very skilled and capable attorney.

Marya Robben is one of the best estate attorneys I have worked with.

Matthew J. Shea
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Matthew J. Shea
1
Band 1
Matthew Shea is an estate planner with extensive experience in planning for wealthy clients. He is well regarded for his technical capacity as well as his client service.

Matthew Shea has great experience and expertise. He is well respected in the estate planning community.

Edward Tully
2
Edward Tully
2
Band 2
Edward Tully is a respected lawyer with expertise in high net worth estate and tax planning matters.

Edward is a pleasure to work with. He is responsive and aware of deadlines.

Edward is joyful to work with. He takes the complexity of estate tax matters and brings it to the level of the client to understand it better than anyone I have ever seen.

Brian Dillon
3
Brian Dillon
3
Band 3

Brian Dillon is a partner in the trusts and estate litigation department of Lathrop GPM in the Minneapolis office. Dillon handles high-value private wealth dispute matters.

Brian Dillon is an experienced litigator with superior communication skills.

Brian Dillon is very responsive and very knowledgeable.

Ranked Individuals at
Lathrop GPM

Provided by Chambers
Filter by
Band

Minnesota

Private Wealth Law

Ann B Burns
1
Ann B Burns
1
Band 1
James Lamm
1
James Lamm
1
Band 1
Marya P Robben
1
Marya P Robben
1
Band 1
Matthew J. Shea
1
Matthew J. Shea
1
Band 1
Edward Tully
2
Edward Tully
2
Band 2
Brian Dillon
3
Brian Dillon
3
Band 3