“I leverage over 25 years experience to help families and individuals understand and make sense out of estate planning, and I provide businesses with a legal framework for growth.”
Stephen E. Otto
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Steve counsels and assists businesses in many areas, such as business formation, contracts, business succession planning, buy-sell agreements.
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Steve assists families and individuals complete estate planning instruments such as wills, revocable trusts, irrevocable life insurance trusts, qualified personal residence trusts, charitable trusts, powers of attorney and health care directives and estate tax planning. His personal service helps clients provide for their loved ones and assure the orderly transfer of their assets at the time of death.
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Steve has profound experience counseling his clients of the Tax ramifications of both Estate Planning and Business decisions.
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Catholic Charites Planned Giving Committee
St. Joan of Arc Finance Committee
Past Chair Ramsey County Bar Trusts and Estates Committee
Selected as a Minnesota Super Lawyer
MORE ABOUT STEVE’S PRACTICE
PRACTICE AREAS
Succession, Tax, and Estate Planning
Probate and Trust Administration
EDUCATION
William Mitchell College of Law, J.D.
William Mitchell College of Law, L.L.M. in Taxation
University of Dallas, B.A.
LICENSES / MEMBERSHIPS / CERTIFICATIONS
Minnesota State Bar Association
Twin Cities Trust and Estate Council
Licensed to practice law in Minnesota
INTERESTS
Spending time with his wife, Katie, and their three adult children
Playing Golf
Walking
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