Ann is the chair of the Trust, Estate & Charitable Planning group at Gray Plant Mooty. Her practice focuses on estate planning, business succession planning, estate and trust administration, and fiduciary and tax litigation.
Ann brings a unique mix of skills to her law practice as a certified public accountant (inactive) and a principal in the firm.
Ann has presented numerous seminars on topics related to estate planning, trusts, estates, and taxation.
Publications
- "The Increased Exemption Creates Opportunity," Trusts & Estates, March 2009
- "Section 2053 Proposed Regs," Trusts & Estates, July 2008
Presentations
- “Deductive Reasoning: Section 2053 Proposed Regulations—Take the Guesswork out of Deductible Claims,” 41st Heckerling Institute on Estate Planning, University of Miami Law School, Jan. 2008
- “Life Settlements, an Overview,” ACTEC Business Planning Committee, March 2007
- “A Wild Decade at Mid-Life,” 40th Heckerling Institute on Estate Planning, University of Miami Law School, copresenter, Jan. 2006
- “Tax Controversy Work: Winning Cases through Mastering Procedure,” 39th Heckerling Institute on Estate Planning, University of Miami Law School, Jan. 2005
- “Mathematics and Economics for Estate Planners, Cannon Financial Estate Planning Webcast, May 13, 2005
- “Tax Controversy Work: Winning Cases through Mastering Procedure,” ACTEC Annual Meeting, March 2004
- “The IRS Appeals Process,” ACTEC Annual Meeting, June 2003
Education
- University of Wisconsin Law School, J.D., 1981
- Iowa State University, undergraduate degree, 1978
Bar Admissions
- Minnesota, 1982
- Wisconsin, 1981
Professional Activities
- American College of Trust and Estate Counsel (ACTEC), fellow, 1995-present; Business Planning Committee and Estate Tax Committee, member
- Tax Disputes Subcommittee of the Fiduciary Litigation Committee, chair, 2003
- Law clerk for the Honorable Judge Donald R. Ross
Eighth Circuit Court of Appeals
Honors and Distinctions
- “Super Lawyer,” Minnesota Super Lawyers, 1994-2010
- “The Best Lawyers in America,” Woodward/White, 1995-2010
- “Minnesota's Best Lawyers," Minnesota Monthly, 2009
- “Top 50 Woman Super Lawyer,” Minnesota Law & Politics, 2005-2009
- “Number One Estate Planning Attorney in Minnesota,” 2005
- “2006 Women in Business—Women to Watch,” Minneapolis St. Paul Business Journal
- “2005 Women of Achievement,” National Association of Women Business Owners
Community Involvement
- Greater Twin Cities United Way, Annual Campaign Cabinet, 2009
- Greater Twin Cities United Way, Early Learning Initiative Committee, member, 2005-present
- University of St. Thomas Law School, Board of Governors, member, 2004-present
- Women’s Leadership Counsel of the United Way of Minnesota, past chair and charter member, 2005-present