Edward H. Tully

Edward Tully practices in the areas of estate planning, trust administration, business planning matters, and corporate law. He has extensive experience in estate planning, business succession planning, and asset protection planning. Edward implements sophisticated estate planning techniques, including intentionally defective grantor trusts, grantor retained annuity trusts, qualified personal residence trusts, irrevocable life insurance trusts, and the utilization of closely-held business interests and valuation discounts. In addition, Edward drafts and negotiates partnership agreements, shareholders’ agreements, and asset purchase agreements.

• Co-presenter, "Gifting Cases: Estate of Bongard v. Commissioner, Commissioner of Internal Revenue v. Procter, and more!" Minnesota CLE | The Estate Planning, Probate & Trust Law 50, September 21, 2023
• Moderator, "Labor Markets, Inflation, and the Economy: Current Impacts on Your Business," Lathrop GPM Closely Held Business Institute, July 11, 2023
• Panelist, "2023 Large Estates Panel: Planning in Uncertain Economic Times," Minnesota CLE 2023 Probate and Trust Law Section Conference, June 13, 2023
• Presenter, "Planning Opportunities and Techniques to Help Your Clients Navigate Potential Tax Law Changes," Minnesota CLE 2022 Probate and Trust Law Section Conference, June 14, 2022

• Co-author, "Estate Planning Techniques in a High-Interest-Rate Environment," Bloomberg Tax, December 23, 2022

• American College of Trust and Estate Counsel, Fellow, 2023

• Chambers High Net Worth Guide, "Leading Practitioner of Private Wealth Law," 2021-2023