I focus my practice on estate planning, tax planning, family business succession planning, probate and trust administration and charitable giving. I enjoy working with executives, entrepreneurs, professional athletes, high-net-worth families and family offices to achieve family goals, pass on family values and plan for family businesses.

Jim Lamm is a third-generation estate planning and tax attorney. Jim is nationally known for speaking and writing on advanced estate planning and tax topics. He has been interviewed and quoted by The Wall Street Journal, The New York Times, USA Today, The Washington Post, Star Tribune, The Boston Globe, The Seattle Times, The Associated Press, Reuters, Forbes magazine, Intellectual Property Magazine, Barron’s, Bloomberg, InvestmentNews, Kiplinger’s, Morningstar, Pew Research Center, Twin Cities Business, Minneapolis/St. Paul Business Journal, MSNBC, KSTP television, KMSP television, National Public Radio and more. Jim has also been an adjunct associate professor, teaching an Estate Planning and Drafting seminar at the University of Minnesota Law School.

Jim helps families plan and prepare estate planning and business succession planning documents, including:

  • Wills
  • Revocable living trusts
  • Financial powers of attorney
  • Health care directives (living wills)
  • Beneficiary designations
  • Irrevocable gifting trusts for children and grandchildren
  • Irrevocable Life Insurance Trusts (ILITs)
  • Spousal Lifetime Access Trusts (SLATs)
  • Grantor Retained Annuity Trusts (GRATs)
  • Qualified Personal Residence Trusts (QPRTs)
  • Intentionally Defective Grantor Trusts (IDGTs)
  • Multi-generation perpetual/dynasty trusts
  • Installment sales
  • Buy-sell agreements
  • Family Limited Partnerships (FLPs) and Family Limited Liability Companies (FLLCs)
  • Private foundations
  • Charitable Remainder Trusts (CRTs)
  • Charitable Lead Trusts (CLTs)

Jim works with families, family offices and other professionals to help them through the probate and estate settlement process, as well as to administer trusts, prepare tax returns and resolve trust, estate and tax disputes.

Since 2009, Jim has been a Fellow of the American College of Trust and Estate Counsel (ACTEC). Jim currently serves as a Member at Large on ACTEC’s Executive Committee and as a Member of its Board of Regents. His previous leadership roles at ACTEC included chairing the Technology in the Practice Committee, chairing the Digital Property Committee and co-chairing the Artificial Intelligence Task Force.