Department profile
Lathrop GPM

Private Wealth Law

High Net Worth Guide 2026 : Minnesota

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Lathrop GPM

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About

Provided by Lathrop GPM

The Lathrop GPM Private Client Services team offers sophisticated strategies for individuals and multigenerational families with significant wealth (and the advisors who support them), nonprofit foundations and family offices, navigating complex tax planning, estate planning and, when needed, trust and estate disputes.

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 number one priority. Additional information and qualifications:

  • With over 40 lawyers, including 12 Fellows of the American College of Trust and Estate Counsel (ACTEC), forming one of the largest, most established Private Client Services groups in the Upper and Central Midwest, Mountain West, Northern California and Silicon Valley.
  • Lathrop GPM offers a full array of services for high-net-worth clients and family offices, including Corporate, Real Estate, Tax, Intellectual Property, Employment, Dispute Resolution and Succession Planning.
  • Lathrop GPM represents many closely held and family-owned businesses and has established a strong record serving as trusted advisors. Our Private Client Services attorneys also advise trustees, multigenerational families and family offices.

Chambers Review

Provided by Chambers

Private Wealth Law - Minnesota

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.
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Strengths

Provided by Chambers

  • Lathrop is really well respected team of practitioners, and there is a nice range of experience levels in their attorneys. Clients really like them.

    Private Wealth Law respondentHigh Net Worth

  • Lathrop has substantial bench strength. They also can manage planning throughout the country and coordinate international planning.

    Private Wealth Law respondentHigh Net Worth

  • Lathrop has a thoughtful approach to things. They're knowledgeable but practical too, which is important for attorneys. They provide value and have lots of technical expertise.

    Private Wealth Law respondentHigh Net Worth

Notable Practitioners

Provided by Chambers

  • Ann B Burns
    Ann B Burns

    Ann B Burns

    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 is super smart, very good on tax and does some mediations. She has a great reputation, and clients love her.

      Private Wealth Law respondentHigh Net Worth

    • Ann is a senior practitioner in the market and has the high respect of very wealthy families because her demeanour is very calm and professional and because of her top-notch knowledge and experience.

      Private Wealth Law respondentHigh Net Worth
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  • James Lamm
    James Lamm

    James Lamm

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

    • James is very personable and responsive.

      Private Wealth Law respondentHigh Net Worth

    • James is a dream to work with, and clients love him.

      Private Wealth Law respondentHigh Net Worth
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  • Marya P Robben
    Marya P Robben

    Marya P Robben

    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 thoughtful counsellor for clients. She does a really good job working with people to determine what their goals are and navigating complexity to help them reach those goals.

      Private Wealth Law respondentHigh Net Worth

    • Marya is super thoughtful and knowledgeable; she is also flexible, to help accommodate what the client wants. She's responsive to the client's needs.

      Private Wealth Law respondentHigh Net Worth

    • Marya is fantastic. Her strength is that she really advocates for her client but remains unflappable. Marya does a good job making the client feel heard. She's a calming presence.

      Private Wealth Law respondentHigh Net Worth
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  • Matthew J. Shea
    Matthew J. Shea

    Matthew J. Shea

    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 is very good with clients. He's a great communicator, cares about his clients and has lots of technical expertise. He is great to work with.

      Private Wealth Law respondentHigh Net Worth

    • Matthew is easygoing and business-oriented. He has a nice practice and is well thought of.

      Private Wealth Law respondentHigh Net Worth

    • Matthew is very personable. He can understand the complex family issues clients sometimes have. He's very comforting when talking with clients; he has incredible bedside manner.

      Private Wealth Law respondentHigh Net Worth
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  • Brian Dillon
    Brian Dillon

    Brian Dillon

    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 is great to work with and very knowledgeable in our area of work.

      Private Wealth Law respondentHigh Net Worth

    • It felt like Brian really cared about my wellbeing. He was always available for my questions.

      Private Wealth Law respondentHigh Net Worth

    • Brian did an excellent job in my matter: he handled my interests and did what I wanted in terms of a settlement. He has a great personality. I would refer him to anyone.

      Private Wealth Law respondentHigh Net Worth
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  • Edward Tully
    Edward Tully

    Edward Tully

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

    • Edward is very practical. He always makes sure a solution is the right fit and has good experience.

      Private Wealth Law respondentHigh Net Worth

    • Edward is very responsive and can handle all levels of expertise.

      Private Wealth Law respondentHigh Net Worth

    • Edward is incredibly intelligent, responsive and personable. He navigates very urgent and complex issues with a high level of detail and thoughtfulness.

      Private Wealth Law respondentHigh Net Worth
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Ranked Individuals at Lathrop GPM (6)

Minnesota

Members

Provided by Lathrop GPM

Lathrop GPM has rankings in the following guides

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