Background
- Managing Principal, Lehner Law Office, PLLC
- Assistant Director, Career & Professional Development, William Mitchell College of Law
Services Role
- Advanced Estate Analysis: Gifting Strategies, Revocable and Irrevocable Trust Design
- Advanced Business Planning: Business Succession Planning, Deferred Compensation Design
- Boulevard Estate Services Consultant: Generational Wealth Planning, Estate Settlement & Transitions
Education
- Bachelor of Arts, Northwestern College
- Juris Doctor, William Mitchell College of Law
Distinctions
- 2007 Minnesota Bar Admissions
- 2014 Wisconsin Bar Admissions
Legal Services offered separately through Lehner Law Office, PLLC, a full-service law firm. Visit www.lehnerlawoffice.com for more information. Trust Administration offered separately through Fiduciary Partners, Inc.