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Ann B.  Burns

Principal - Minneapolis

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Telephone
612.632.3402
Fax
612.632.4402
E-mail
ann.burns@gpmlaw.com
Support Staff
Lisa Peterson Hall, 612.632.3393

Address
500 IDS Center
80 South 8th St
Minneapolis, MN 55402

Main: 612.632.3000
Fax: 612.632.4444

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Burns, Ann B.

Ann’s practice focuses on estate and charitable planning, business succession planning, estate and trust administration, and fiduciary and tax litigation. Ann is the chair of the Trust, Estate & Charitable Planning group.

Ann brings a unique mix of skills to her law practice as a certified public accountant (inactive) and a principal in the firm. She represents multi-generational families of wealth throughout the country, assisting and guiding them in their relationships with trustees and other advisors. Ann also represents individual and corporate trustees in estate and tax planning and in fiduciary controversies in state and federal courts.

Ann is a Regent of the American College of Trust and Estate Counsel. She has presented numerous seminars on topics related to estate planning, trusts, estates, and taxation. In 2010, she was featured in an article in The New York Times focusing on the uncertainty of the estate tax.

Publications

  • “Business Succession Planning Answer Book,” coauthored, Commerce Clearing House, 2011
  • “Disclaiming Assets, Interests, and Powers,” LexisNexis 2010 Heckerling Institute on Estate Planning, Volume 44
  • “Deductible Reasoning: Section 2053 Proposed Regs—Take The Guess Work Out of Deductible Claims,” LexisNexis 2008 Heckerling Institute on Estate Planning, Volume 42
  • “The Increased Exemption Creates Opportunity,” Trusts & Estates, March 2009
  • “Section 2053 Proposed Regs,” Trusts & Estates, July 2008

Presentations

  • “Estate Planning Best Practices for Large Estate Business Interest Owners,” copresenter, ACTEC Summer Meeting, presented to Business Planning Committee, June 2012
  • “How to Handle the Toughest Issues in the Operation and Succession of a Family Business,” copresenter, ACTEC Summer Meeting, June 2012
  • “They Say You Can’t Take It With You—But How Do You Give It Away? Using The $5 Million Exclusion Amount,” 46th Annual Heckerling Institute on Estate Planning, University of Miami School of Law, January 2012
  • “Thanks But No Thanks—Disclaiming Assets, Interests, and Powers,” 44th Annual Heckerling Institute on Estate Planning, University of Miami School of Law, January 2010
  • “Integrating the Estate Plan with Business Succession Planning,” copresenter, 44th Annual Heckerling Institute on Estate Planning, University of Miami School of Law, January 2010
  • “Qualified Disclaimers—What Part of ‘No’ Don’t You Understand,” copresenter, 44th Annual Heckerling Institute on Estate Planning, University of Miami School of Law, January 2010
  • “Deductive Reasoning: Section 2053 Proposed Regulations—Take the Guesswork out of Deductible Claims,” 41st Heckerling Institute on Estate Planning, University of Miami School of Law, January 2008
  • “Life Settlements, an Overview,” ACTEC Business Planning Committee, March 2007
  • “A Wild Decade at Mid-Life,” moderator, 40th Heckerling Institute on Estate Planning, University of Miami School of Law, January 2006
  • “Tax Controversy Work: Winning Cases through Mastering Procedure,” 39th Heckerling Institute on Estate Planning, University of Miami School of Law, January 2005
  • “Mathematics and Economics for Estate Planners, Cannon Financial Estate Planning Webcast, May 13, 2005
  • “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
  • U.S. Tax Court, 1981

Professional Activities

  • American College of Trust and Estate Counsel (ACTEC), Regent, 2013-present; fellow, 1995-present; Business Planning Committee, vice chair, 2013; Estate Tax Committee and Nominating 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

  • “The Best Lawyers in America,” Woodward/White, 1995-2014
  • “Super Lawyer®,” Thomson/Reuters, 2012
  • “Minnesota's Best Lawyers," Minnesota Monthly, 2009
  • “2006 Women in Business—Women to Watch,” Minneapolis St. Paul Business Journal
  • “2005 Women of Achievement,” National Association of Women Business Owners

Community Involvement

  • University of St. Thomas Law School, Board of Governors, member, 2004-present
  • The Minneapolis Foundation, Board of Trustees, 2011-present
  • Women’s Leadership Counsel of the United Way of Minnesota, past chair and charter member, 2005-present
  • Greater Twin Cities United Way, Annual Campaign Cabinet, 2009
  • Greater Twin Cities United Way, Early Learning Initiative Committee, member, 2005-2010