Lloyd Stern Email and Phone Number
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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.
Henson Efron
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Attorney At LawHenson Efron Aug 2019 - PresentMinneapolis, Mn, United StatesHenson 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/ -
Senior AdvisorFirst Trust Company Mar 2016 - Aug 2019W-2900 First National Bank Building, 332 Minnesota Street, Saint Paul, MnStrategic planning - trust and estate administration - fiduciary services -
Managing DirectorU.S. Bank Jun 1996 - Feb 2015Former manager of the Estate Settlement & Estate Accounting units of U.S. Bank for the Twin Cities.
Lloyd Stern Skills
Lloyd Stern Education Details
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Business Administration And Management, General
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.
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Lloyd Stern
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