Rob Erickson Email & Phone Number

Minneapolis, Minnesota, Us

Los Angeles, Ca, Us

New York, New York, Us

- Consult, strategize, and recommend personalized estate planning, business planning, and taxationsolutions for high net worth/affluent clients.- Work with outside attorneys, CPAs, and other professionals to implement suggested strategies.- Develop and present seminars and educational material to Clients and Agents on topics relating toEstate Planning and Taxation, Business Succession Planning, Non-qualified Deferred Compensation/ Employee Benefit plans, Multi-Generational planning, cash leverage, and investment/insurance strategies.- Review and recommend use of IGITs, ILITs, Dynasty Trusts, Buy/Sell Arrangements, Deferred or Compensation Plans, and Irrevocable Trusts; including the review of current estate planning and business documents.- Research and recommend solutions for high net worth clients on various estate, business succession, and taxation issues.

San Francisco, California, Us

- Review, analyze, perform financial and legal risk review, and make business acceptance decision on all death settlement business opportunities for the Mid-Atlantic market when Wells Fargo is named as aFiduciary in estate planning documents.- Address Income Tax, Estate Tax, Generation Skipping Tax, and Fiduciary Income Tax issues.- Advise internal counsel and field associates on Will and Trust provisions as well as the handling ofspecialty assets, including Closely Held Businesses, Real Estate and Oil and Gas interests.- Create, update and revise multi-state legal matrix of Trust and Probate laws.- Manage all aspects of Trust and Estate administration when Wells Fargo Bank is named as a fiduciary.- Establish, fund, and advise internal partners on the future administration of resulting trusts.

San Francisco, California, Us

Contract Attorney for Oil and Gas Broker- Manage and counsel a field land office of Landmen on various legal and business issues regarding title issues, lease provisions, bonus and royalty terms, and the general procurement of leases.- Update out of date Title Opinions and advise Landmen on the proper curative action to take. - Experience researching, examining, curing and analyzing Drill Site title portfolios. - Review and revise lease packages prior to Lessor’s execution to verify accuracy, mitigate future curative work and ensure compliance with key surface and mineral lease terms from the Client.- Interpret Trust and Will provisions for internal Landmen and advise on the best courses of action. - Extensive experience negotiating bonus terms, royalty terms and lease provisions with Lessors.- Experience drafting, updating and utilizing mineral ownership reports.

- Draft Trusts, Pour Over Wills and various Texas specific and Federal estate planning documents.- Collaborate with other attorneys to create effective plans to mitigate tax liability for clients including LLCs, FLPs, Retirement Fund Trusts and Contracts for Sale of business interests into Heritage Trusts. - Develop executive summaries to educate clients via descriptive explanations and visuals of Trust distributions and other similar provisions. - Draft and submit deeds transferring property into Irrevocable Living Trusts, LLCs and FLPs.

- Researched and drafted memos on construction contract and commercial cases for firm’s attorneys.- Utilized research to advise supervising attorney on various existing commercial construction case law.- Contributed substantial research on a brief submitted to the Federal 9th Circuit Court of Appeals.

Legal Extern for the Honorable Judge Patricia Orozco- Drafted, edited and presented memorandum decisions for discussion at judicial panel conferences.- Conferenced with Judges and Clerks to discuss proposed memorandum decisions.- Performed citation and record checks on opinions and memorandum decisions to verify accuracy.- Conducted extensive research on the legal issues in controversy for pending appeals.

Phoenix, Az, Us

- Earned selection as member of a team that researched and drafted an amicus brief for submission to the Inter-American Court of Human Rights, in which the Court ruled in accordance with our argument.

Judicial Extern for the Honorable Judge Jane Wiseman- Drafted memorandum opinions for the Judge on assigned cases.- Researched and analyzed trial court records, appellate briefs and relevant case law to cases on appeal.- Wrote case summaries for publication in the Oklahoma Bar Journal.

Llm In Taxation, Tax Law/Taxation

Doctor Of Law (J.D.), Law

B.S. Justice Studies, Minor In Business