Lloyd Stern

Lloyd Stern Email and Phone Number

Attorney At Law at Henson Efron @ Henson Efron
minneapolis, minnesota, united states
Lloyd Stern's Location
St Paul, Minnesota, United States, United States
Lloyd Stern's Contact Details
About Lloyd Stern

I have deep experience in the fiduciary administration of complex trusts and estates.For over 25 years, I have administered trusts and settled hundreds of high value estates involving complicated tax, accounting and valuation issues as well as managing the distribution of assets. I have gained a thorough understanding of the estate/trust business, and I know what works. In addition, I am proficient in alternative dispute resolution (ADR), serving as a qualified mediator and arbitrator in both civil and trust/estate arbitration. My lengthy legal career has also encompassed other related areas of the law, including business and contract law, real estate and employee benefits. This broad knowledge serves me well in my estate planning work.In my role at Henson Efron, I focus on:– Estate and Charitable Trust planning– Fiduciary administration of estates and trusts– Mediation and arbitration of contested estates, contract disputes, and other civil law mattersI consistently approach my work with clients and colleagues with deep respect and empathy. I carefully listen to clients’ concerns, rather than try to lecture or impose standardized solutions. I believe compassion is essential in every interaction, because I recognize that each person brings unique capabilities to the conversation and offers something of value. I view building and maintaining relationships as integral to my daily work.I am dedicated to learning and ongoing self-improvement, which requires keeping an open mind to new ideas and opportunities. As a lifelong learner, I enjoy both teaching – and taking – a variety of Continuing Legal Education (CLE) courses. In addition, I enjoy expanding my knowledge and experiences through active community involvement and leadership. I am honored to be a past president and to continue to serve as a board member of the Sholom Community Alliance and Foundation. I am the president/ treasurer and long term board member of the Minneapolis Jewish Cemetery Association. I am a current member of Minneapolis Rotary Club #9.

Lloyd Stern's Current Company Details
Henson Efron

Henson Efron

View
Attorney At Law at Henson Efron
minneapolis, minnesota, united states
Website:
hensonefron.com
Employees:
66
Lloyd Stern Work Experience Details
  • Henson Efron
    Attorney At Law
    Henson Efron Aug 2019 - Present
    Minneapolis, Mn, United States
    Henson Efron’s estate planning, trust and probate group counsels and represents clients on estate planning matters as well as those matters dealing with probates and trusts. Our multi-dimensional practice group involves attorneys with extensive experience in estate planning, trust and probate issues, but can also encompass those attorneys in our tax, business law and litigation practice groups when necessary. We offer smart solutions for both simple and complex estates and trusts, whether in need of transferring assets, minimizing taxes, litigating disputes, obtaining guardianships/conservatorships or planning for the future of a business. Our estate planning, trust and probate attorneys provide personal attention to each unique concern.Henson Efron brings more than 42 years of legal innovation to individuals and businesses. Our clients rely on us for comprehensive legal services in the areas of family law; estate, trust and probate; business law; tax; litigation; and real estate.View my complete bio at: https://hensonefron.com/attorneys/lloyd-stern/
  • First Trust Company
    Senior Advisor
    First Trust Company Mar 2016 - Aug 2019
    W-2900 First National Bank Building, 332 Minnesota Street, Saint Paul, Mn
    Strategic planning - trust and estate administration - fiduciary services
  • U.S. Bank
    Managing Director
    U.S. Bank Jun 1996 - Feb 2015
    Former manager of the Estate Settlement & Estate Accounting units of U.S. Bank for the Twin Cities.

Lloyd Stern Skills

Estate Planning Trust Services Wealth Management Services Wealth Management High Net Worth Individuals Investments Portfolio Management Banking Financial Planning Investment Management Financial Services Trusts Asset Management Private Banking Retirement Planning Asset Allocation Estate Tax Planning Series 7 Wills Financial Advisory Strategic Financial Planning Asset Managment Wealth

Lloyd Stern Education Details

Frequently Asked Questions about Lloyd Stern

What company does Lloyd Stern work for?

Lloyd Stern works for Henson Efron

What is Lloyd Stern's role at the current company?

Lloyd Stern's current role is Attorney At Law at Henson Efron.

What is Lloyd Stern's email address?

Lloyd Stern's email address is nk****@****att.net

What schools did Lloyd Stern attend?

Lloyd Stern attended New England Law | Boston, University Of Miami - School Of Business.

What are some of Lloyd Stern's interests?

Lloyd Stern has interest in Sailing, Member Pepin Yacht Club.

What skills is Lloyd Stern known for?

Lloyd Stern has skills like Estate Planning, Trust Services, Wealth Management Services, Wealth Management, High Net Worth Individuals, Investments, Portfolio Management, Banking, Financial Planning, Investment Management, Financial Services, Trusts.

Who are Lloyd Stern's colleagues?

Lloyd Stern's colleagues are Erik Vanden Avond, Mary Petersen, Jeffrey Carpenter, Clay Whitney, Brigitt Orfield, Judith Lund, Court Anderson.

Not the Lloyd Stern you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.