Summary

Bob is listed as among the Top 100 Lawyers in Minnesota for his accomplished probate, trust, guardianship, and fiduciary litigation practice. He writes estate plans that range from a simple will to the most advanced estate planning the law allows. Bob represents clients administering an estate and trust, and represents clients when litigation erupts in an estate or trust matter. Bob is also very experienced in guardianships and conservatorships.

As a member of Taft’s Private Client group, Bob practices primarily in the areas of:

  • Estate planning
  • Taxation
  • Probate
  • Trusts
  • Guardianships and conservatorships

 

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.

Bob collaborated with the Minnesota Legislature on drafting the state’s probate and guardianship law, and assisted in developing the court-approved forms requested by the state for use by attorneys practicing guardianship and conservatorship law. In addition, he wrote and updated Minnesota CLE’s Guardianship and Conservatorship Handbook, and wrote or co-wrote multiple articles for publication in the William Mitchell Law Review, The Monthly Digest of Tax Articles, and the Journal of Taxation, among others.

Bob is a frequent public speaker on topics surrounding estate planning, probate, trusts, guardianships, and conservatorships. Additionally, he has served as an adjunct professor for trusts and estates law and estate and gift tax law at Mitchell Hamline School of Law from 1995 to 2016. Bob is a Certified Public Accountant (inactive) with experience at a large accounting firm.

Awards

  • Martindale-Hubbell Rating: AV Preeminent

  • Honoree, Minnesota Super Lawyers (2004-present)

  • Honoree, Top 100 Lawyers in Minnesota (2019, 2022)

  • Minnesota Association for Guardianship & Conservatorship Legal Award (2020)

  • North Star Lawyer (2018)

  • National Law Journal, Dedicated to Pro Bono and Disability Rights (Jan. 7, 2013)

  • Minnesota Lawyer, Attorney of the Year for Guardianship Voting Rights Case (2012)

  • Minnesota State Bar Association Presidential Commendation for Work on practicelaw.org (2011)

  • Minnesota State Bar Association Outstanding Service Award (2005)

  • Leonard Lindquist Pro Bono Service Award (2004)

  • Honoree, Minnesota Rising Stars, Minnesota Journal of Law and Politics (1999-2002)

  • Minnesota Supreme Court Award for Work and Dedication to the State Forms Committee

Education

  • Mitchell Hamline School of Law (1992)

    J.D.

  • Mitchell Hamline School of Law (1994)

    LL.M., Taxation

  • University of St. Thomas

    B.A.

Admissions

  • State - Minnesota
  • Federal - District of Minnesota
  • Federal - U.S. Tax Court

Notable Matters

Estate of James Palmer, Deceased, 658 N.W.2d 197 (Minn. 2003). This case involves the definition of children in the probate court system.

Gellert v. Eginton, 770 N.W.2d 190 (Minn. Ct. App. 2009). This case addressed the capacity to execute a deed and the applicability of a probate attorney fee statute in litigated civil claims.

Greer v. Professional Fiduciary, Inc. et al. 792 N.W.2d 120 (Minn. Ct. App. 2011). This case involved the effect of final orders in probate proceedings.

Guardianship and Conservatorship of Jeffers Tschumy, 853, N.W.2d 728 (Minn. 2014); 834 N.W.2d 190 (Minn. Ct. App. 2013). This case involved the power of guardians to terminate life support for wards.

Speeches and Publications

Speeches

2022 Probate and Trust Law Section Conference, "2022 Non-Tax Case Law Update," June 13, 2022

Professional Affiliations

  • American College of Trust and Estate Counsel

    Fellow (2006 - present); Elder Law Committee (2006-2007, 2021 - present).

  • Minnesota State Bar Association

    Probate and Trust Section Council, Chair (2009-2010); Member (2001-2010); Legislative Committee Co-Chair (2002-2006) and Member (1997-2006); Trust Law Statutory Re-Drafting Committee, Member (2001); Guardianship/Conservatorship Statutory Re-Drafting Committee, Member; Power of Attorney Committee, Member.

  • Ramsey County Bar Association

    Ramsey County Ethics Committee (1998-2002).

  • Mitchell Hamline School of Law

    Chair, Alumni Development Committee (2012-2016); Adjunct Professor, Estates & Trusts (1995-2016); Adjunct Professor, Estate & Gift Taxes (2000, 2008).

  • Legal Aid Society of Minneapolis

    Board Member (2011-2012).

  • College of Financial Planning

    Taught Estate and Gift Taxation Courses (1998-1999).

  • Legal Aid Society of Minneapolis

    Board Member (2011-2012).

  • Inver Hills Community College

    Taught Paralegal Course on Estates and Trusts (1998).

Community Involvement

  • Stevens Square Foundation

    Member (2013-2014)

  • Mid-Minnesota Legal Aid

    Board Member (2012-2018); President (2016-2018); Treasurer (2014-2012)

  • MN Mosquitos AAA Club

    Hockey Coach (2016-2019)

  • White Bear Lake

    Hockey Coach (2016-2018)

  • National Guardianship Association

    Board Member (2014-2017)