M. Terese Friedman

Senior Wealth Management Specialist

简介

Terese Friedman assists individuals and families in the areas of estate and tax planning, gift and succession planning, and will and trust preparation. Additionally, Terese assists individuals in implementing small business planning, including the formation and funding components.
Terese is experienced in all aspects of estate planning, including:
  • Wills, trusts and lifetime advance directives
  • Trust funding
  • Real estate transfers
  • Annual exclusion gifts
  • Prenuptial agreements
  • Business succession planning
Terese also brings experience in designing and implementing complex estate plans, including:
  • Irrevocable life insurance trusts
  • Joint real estate trusts
  • Dynasty trusts
  • Grantor retained annuity trusts
  • Qualified personal residence trusts
  • Charitable trusts
  • Family business entities and investment entities
  • Trust decanting

服务和行业

荣誉

  • Faegre Baker Daniels – Pro Bono Honor Roll, 2017
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