Robert McLeod

Private Client

Estate Planning

Personal Tax Planning

Wealth Transfer Litigation

Business Succession Planning

Bob counsels clients in the areas of estate planning, probate, and fiduciary litigation and guides clients through legalities surrounding charitable gifts, wealth preservation, and business succession. Additionally, he advises clients on estate- and gift-tax planning, and assists clients in drafting, administering, or litigating Minnesota trust and probate matters. Bob prepares wills, trusts, and related estate planning documents, including real estate transactions, grantor retained annuity trusts (GRATs), and charitable remainder trusts (CRTs) for high net worth individuals and spends a significant amount of time representing clients in the courtroom in uncontested and contested trials, along with basic motion practice, discovery and trial practice, including before the Court of Appeals and the Supreme Court.