Private Wealth Law
Minnesota
9 years ranked
Provided by Taft
Estate Planning
Private Client
Wealth Transfer Litigation
Probate and Trust Administration
Personal Tax Planning
Terry’s practice is divided between trusts and estates and nonprofit organizations. The former includes estate planning, drafting wills and trusts, estate administration, trust administration, and preparation of related federal income and estate tax returns. He advises clients of relevant income, estate, gift and generation-skipping transfer tax considerations, plus other excise taxes which may apply to a client’s plans for transferring assets to family or other beneficiaries.
He also does substantial work with tax-exempt charitable entities, most of which are organized for educational, religious and health care purposes.
Harvard Law School
Houghton College
Provided by Chambers
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