Private Wealth Law
Minnesota
5 years ranked
Provided by Lathrop GPM
Closely Held & Family Businesses
Private Client Services
Trust & Estate Litigation
According to one client, “Marya provides outstanding legal guidance and insight. She is an exceptionally calm and experienced voice in the middle of a storm and appropriately strong and fierce in supporting clients. She quickly adapts to emerging legal obstacles and readjusts midstream to strategies that fit the situation. Marya’s ability to advise on best courses of action has been invaluable.”
A member of Lathrop GPM’s Executive Committee, Marya Robben also serves as the national practice group leader for the firm’s Private Client Services practice group. She helps clients determine how to build an estate plan to address their goals for their family, friends and specific assets. She works with clients to plan and administer complex estates so they, their families and beneficiaries remain in control of their assets. Marya’s proactive approach to estate planning and administration helps clients avoid probate problems, protect assets from creditors, optimize taxes, plan for and implement business succession and administer complex estates.
Estate Planning
Clients working with Marya benefit from her comprehensive estate planning and legacy management approach. She provides tailored solutions that help clients achieve their personal and financial goals, ensuring the protection and preservation of their legacy for future generations, and properly navigating fiduciary duties to other professionals. She also helps clients with:
Business succession planning for closely held and family-owned businesses
Charitable giving
Disclaimer planning
Estate and gift taxation planning and reporting
Generation-skipping transfer tax planning
Marital deduction planning
Trust formation
Revocable trusts
Irrevocable trusts, including Intentionally Defective Grantor Trusts (IDGTs), Grantor Retained Annuity Trusts (GRATs), Spousal Limited Access Trusts (SLATs), Irrevocable Insurance Trusts (ILITs) and more.
Estate and Trust Administration
In addition to estate planning, Marya serves clients needing trust and estate administration and litigation. This includes providing clients with legal counsel and advocacy regarding:
Asset distribution
Conservatorship and guardianship administration
Creditor management
Estate tax reporting and settlement
Fiduciary representation and dispute resolution
Litigation
Probate estate administration
Trust administration
Valuation management
Will contents
As a Fellow of the American College of Trust and Estate Counsel (ACTEC), Marya is highly regarded for her contributions to the field. She regularly writes and speaks on estate planning and probate matters, including having been quoted by The Wall Street Journal and The New York Times. For 10 years, Marya was an adjunct professor at the University of St. Thomas School of Law, teaching courses on Wills, Trusts & Estates.
When asked about her personal philosophy, Marya Robben said, “I’m called to serve others, which enables me to see this practice from a unique perspective. I want to help clients find peace of mind by listening to their goals, addressing their questions and creating estate plans that carry out their intentions. Whether simplifying the tax code or navigating the wealth transfer process, the aim is to reduce worry, offer a fresh perspective and make the process understandable.” She also noted how proud she is to serve as the practice group leader, connecting teams across multiple offices and supporting others in their career success.
Assisted a private client in setting up irrevocable grantor trusts for gift planning and structured funding to include both gifts and sales, thereby transferring assets across multiple generations free of estate and gift transfer taxes through a South Dakota dynasty trust.
Guided closely held business owners in the creation of irrevocable trusts as part of a holistic estate plan before a liquidity event, helping save several million dollars in future estate taxes.
Helped a physician and their spouse create a comprehensive, easy-to-understand estate plan to address their family's needs, including provisions for minor children in the event of incapacity or death. This included establishing an irrevocable life insurance trust to ensure that policy proceeds would be sheltered from state and federal estate taxes.
Navigated court proceedings to assist the trust beneficiary in changing professional trustee where terms of the trust instrument were silent regarding the removal of the trustee and appointment of a new trustee.
Represented professional trust company to obtain court approval for termination of contested trust, approval of proposed distribution plan and approval of trustee actions where trust had existed for several decades with illiquid assets.
Supported individual attorney-in-fact in navigating powers and duties while facing uncooperative and problematic co-fiduciary where assets included revocable trust, investment accounts, real estate and other assets.
Provided by Chambers
Marya Robben is national head of Lathrop GPM's private client group. She has extensive experience in estate planning and tax advice.
Provided by Chambers
Marya is a very skilled and capable attorney.
Marya Robben is one of the best estate attorneys I have worked with.
Chambers is the leading data and intelligence partner for the legal sector.