Minnesota Trust, Planning, Investments Expert #48433

I have 25 years of experience, and specialize in the field of estate planning with specific knowledge in the areas of business succession planning, fiduciary liability and fiduciary income tax. I have published on such topics as business succession planning, fiduciary income tax and asset protection planning. I have testified on fiduciary liability, attorney malpractice and trustee duties. I am a prolific speaker and author who possesses a unique perspective on fiduciary liability issues because of the many years I spent actually administering trusts and managing family wealth as part of wealth management firms and trust companies.

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