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.
Lathrop GPM's trusts, estates and legacy planning team is one of the largest in the state and across the region.
"I view Lathrop GPM as a premier firm whose attorneys can advise clients regarding extremely complex legal and estate planning situations," says one local source. A family office client reports that "they're one of our go-to firms for HNW issues, especially generation-skipping tax and estate and gift tax law; they're really known for their teamwork and collaboration."
Ann Burns handles high-value planning and tax advice. "Ann Burns is legendary in her knowledge, sophistication, creativity and client service," says one interviewee, adding that "it is a pleasure to collaborate with her. Our clients in common hold Ann in the highest esteem and are grateful for her ability to distil extremely complex estate planning concepts into documents that are easy to understand and act upon." Burns also has a CPA background, which sources say makes her "really good with business owners and understands their tax issues in a different way."
James Lamm of Lathrop GPM is a private wealth law practitioner engaged in complex and high-value tax matters. A source comments: "Jim has an encyclopedic knowledge of estate law, and is a national leader in using technology for planning and planning for technology." Interviewees also highlight his client service, describing him as "a visionary who serves his clients by anticipating their needs years into the future."
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. A source notes: "I am always amazed by the thoughtfulness and innovation that Matt presents in his work with the client."
Marya Robben is experienced in estate planning and tax advice. Sources highlight her role as department head and express admiration for the way she has built up the practice.
Edward Tully is described as a "top notch" lawyer. He is involved in estate and tax planning matters. Interviewees highlight his technical skills and "capacity to connect well with client families."
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Provided by Lathrop GPM