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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.

Presentations

  • 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

Publications

Client Alerts and Blog Posts

Professional Affiliations

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

Honors

  • Chambers High Net Worth Guide, "Leading Practitioner of Private Wealth Law," 2021-2023
Photo of Edward H. Tully
  • Minneapolis

    80 South Eighth Street
    3100 IDS Center
    Minneapolis, MN 55402

Assistant

Jeanie Williams
612.632.3249
Email

Court Memberships

  • Minnesota
  • South Dakota
  • Kansas
  • Missouri

Education

University of Kansas School of Law, J.D., 2010

  • Order of the Coif
  • CALI Excellence for the Future Award, four-time winner
  • UMB Bank Excellence in Estate Planning Award, 2010

University of Kansas, B.S., with highest distinction, 2007