Lloyd Stern Email & Phone Number

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.

Listed skills include Estate Planning, Trust Services, Wealth Management Services, Wealth Management, and 19 others.