As a former certified public accountant, clients appreciate Bill’s keen understanding of the immediate and long-term effects of estate and tax planning. His understanding of corporate law and the tax code makes him a sought-after counselor for succession planning.

Overview

Bill counsels individuals, fiduciaries and businesses in the areas of estate planning, taxation and corporate law. He works with family-owned businesses, handles business litigation, trust and estates litigation, and helps clients craft charitable giving plans that minimize tax consequences. He also handles charitable planning and foundation administration for clients.

Bill applies his considerable experience in estate planning, tax and corporate law in his work with individual and family businesses. He is a Fellow of the American College of Trust and Estate Counsel, and chair of the Business Planning Group of the Real Property Trust and Estate Law Section (RPTE) of the American Bar Association, which deals with tax planning issues that affect family businesses. Bill is a frequent writer and lecturer, and as part of his advocacy work with bar associations, has submitted comments to the IRS and Congress on the effects of estate tax issues.

Experience

Bill helps clients with complex estate planning, estate and gift taxes, income taxes and charitable planning and foundation administration. He advises on estate and trust litigation, business transition planning, and works with nonprofits and tax-exempt organizations.

He considers charitable tax planning in the context of business transactions, structures charitable remainder and charitable lead trusts and gift annuities, and guides clients as they work with other professionals, including appraisers, accountants, investment specialists and insurance advisors.

Bill advises on asset protection, deferred payment of taxes, and changes to the tax law, and how those affect business succession plans.

News & Insights

Publications

"Asset Protection and the Limited Liability Company: Not the Panacea of Creditor Protection That You Might Think!," Probate & Property, November/December 2009

Co-author (with Jessica A. Cohan), "The IRS's Section 6166 Security Dance: IRS Notice 2007-90 and Security for Deferred Payment of Estate Taxes Under Code § 6166," Probate & Property, July/August 2008

Co-author (with Hugh F. Drake), "The New IRS Appraiser Penalties Under Code § 6695A: Fair and Balanced or Simply Unworkable?" Probate & Property, September/October 2007

Co-author (with Hugh F. Drake), "Lawyers' Group Protests The Appraiser Penalties," Trusts & Estates, March 2007

Co-author (with Darren M. Wallace), "Planning for Property Interests in More Than One State After the Demise of the State Death Tax Credit," Probate & Property, September/October 2004

Recognitions

Recognitions

Recognized as "Lawyer of the Year" by The Best Lawyers in America® 2017 in Non-Profit/Charities Law

Selected for inclusion in Super Lawyers® since 2005

Named one of Super Lawyers Top 40 Minnesota estate planning attorneys in 2005

Consistently named among The Best Lawyers in America

Professional & Civic Activities

Professional & Civic Activities

American College of Trust and Estate Counsel (ACTEC), Fellow

ACTEC Business Planning Committee

American Institute of Certified Public Accountants

Minnesota Society of Certified Public Accountants

American Bar Association (ABA), Real Property Trust and Estate Law Section (RPTE)

  • Business Planning Group, Former Vice Chair
  • Business Investment Entities, Partnerships, LLCs and Corporations Committee, Chair 2006-2007

Florida Bar Association

Minnesota State Bar Association

Hennepin County Bar Association

Hillsborough County Bar Association

Admissions

  • Minnesota
  • Arizona
  • Florida
  • South Dakota
  • U.S. District Court for the District of Minnesota
  • U.S. Court of Appeals for the Eighth Circuit
  • U.S. Tax Court

Education

William Mitchell College of Law, J.D.

University of Minnesota, B.S., Accounting

University of Minnesota, B.A., History

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