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Minneapolis Estate Planning Lawyer
Overview
Timothy O. Davis is a partner with the firm and chair of the Estate Planning Practice Group. His practice is focused on assisting both individual and business clients in the areas of:
- Estate planning
- Probate and Trust law
- Business succession planning
- Asset Protection Strategies
Tim represents clients with estates of all sizes and complexities, and is dedicated to helping them achieve their planning objectives...
Timothy O. Davis is a partner with the firm and chair of the Estate Planning Practice Group. His practice is focused on assisting both individual and business clients in the areas of:
- Estate planning
- Probate and Trust law
- Business succession planning
- Asset Protection Strategies
Tim represents clients with estates of all sizes and complexities, and is dedicated to helping them achieve their planning objectives...
Timothy O. Davis is a partner with the firm and chair of the Estate Planning Practice Group. His practice is focused on assisting both individual and business clients in the areas of:
- Estate planning
- Probate and Trust law
- Business succession planning
- Asset Protection Strategies
Tim represents clients with estates of all sizes and complexities, and is dedicated to helping them achieve their planning objectives. For the past twenty-three years, he has represented clients in Probate, Trust Administration and Conservatorship matters throughout the seven county metro area Probate Courts.
Clients are often confused by the complexity of the Trusts and Estates area of law. Through his numerous years of knowledge and experience, Tim helps clients navigate through this area of law by explaining:
- How the probate and trust law applies to client circumstances
- Use of estate, gift, and fiduciary tax exemptions to minimize or eliminate taxes
- How wealth can be transferred efficiently and to the best advantage of beneficiaries
- How to successfully transfer a family owned business from one generation to another
- How changes in estate and gift tax laws affect client estate plans
- The use of the Medical Assistance rules to benefit clients
Tim exceeds his clients’ expectations by quickly establishing a comfortable rapport. He works with clients to determine their estate planning objectives, and he explains complex legal and tax concepts in a way that can be easily understood. He and his staff are prompt and responsive in generating estate plans for clients at reasonable rates. Tim also provides knowledgeable and efficient advice to clients who are serving as executors or trustees so that the process does not seem overwhelming or become unreasonably delayed.
Tim is AV® Peer Review Rated -- the highest possible Peer Review Rating from Martindale-Hubbell. Licensed to practice law in the State and Federal District Courts of Minnesota, he is a member of the Hennepin County and Minnesota State Bar Associations, with long term participation in the Probate and Trust, Real Estate and Medical Assistance sections. He is a former trust officer with Richfield Bank & Trust Company and National City Bank of Minneapolis.
Tim was appointed one of six Adjunct Judicial Officers (AJO) in September 2011 as part of a Hennepin County pilot program designed to ease the burden on the judiciary. AJOs are volunteer attorneys who serve as referees in uncontested guardian and conservatorship matters.
Tim obtained his J.D. from Hamline University School of Law, and completed his undergraduate studies at Moorhead State University with a B.A. in Social Work. He served in the Peace Corp in India from 1970 until 1972. He served for three years as District Advancement Chair for the Boy Scouts. He is a member of St. Thomas the Apostle Church Choir and has held numerous leadership roles for the Pepin Yacht Club.
About Timothy O. Davis
Practice Areas
- Estate Planning
- Farm Transition Planning
Litigation
- 0%
Current Employment Position(s)
- Attorney at Law - Of Counsel
Qualifications
Bar Admissions
- Minnesota, 1977
- U.S. District Court District of Minnesota, 1980
Other Affiliations
- Hennepin County Bar Association, 1978 - Present
- Minnesota State Bar Association, 1978 - Present
Education
- Hamline University School of Law, St. Paul, Minnesota, 1977
J.D.
Major: Law - Moorhead State University, Moorhead, Minnesota, 1970
B.A.
Major: Social Work
Past Positions
- Davis& Dammeyer, LLP, Partner, 1999 - 2003
- Timothy O. Davis & Associates, Ltd., President, 1991 - 1999
- Primus Law Office, 1989 - 1991
- Hyatt Legal Services, 1988 - 1989
- National City Bank, Trust Officer and Supervisor of Personal Trust Division, 1984 - 1988
- Richfield Bank & Trust Co., Estate Administration Trust Officer, 1981 - 1984
- Davis Law Office, 1978 - 1979
Pro Bono Activities
- District Advancement Chair, Boy Scouts
- Peace Corp in India, 1970 - 1972
Classes and Seminars
- Advanced Estate Planning Techniques, Hellmuth & Johnson, PLLC, 2011 - Present
- Asset Protection Strategies, Hellmuth & Johnson, PLLC, 2011 - Present
- Fundamental Estate Planning Issues, Hellmuth & Johnson, PLLC, 2011 - Present
- Proactive vs. Reactive: Charitable Giving Seminar
Office Information
Address
8050 West 78th Street Minneapolis, MN 55439
Phone
Fax
- (952) 941-2337
Office Hours
Mon – Fri: 8am to 5pm
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