Bill White
Of Counsel
Bill White specializes in business succession, estate planning and tax planning. He counsels business owners, families and individuals on how to reduce expense, risk and complexity through proactive planning. Bill is dedicated to understanding his client’s goals and is committed to helping them succeed. He advises clients on relevant planning strategies and options and the advantages and disadvantages of each and then designs an effective, personalized plan. He is a frequent lecturer and author in the areas of business exit and transition planning.
Bill, with over 30 years of law practice, brings extensive legal experience to the table. He has served as general counsel at Thomas Brady & Associates in Boston and the ESOP Advisors Group in San Mateo, California. Before that, he was an in-house tax planning counsel at Securian Financial for 10 years, preceded by five years in private practice with Chandler & Brown law firm in St. Paul and Lommen Abdo law firm in Minneapolis.
Practice Areas
- Estate Planning
- Business Succession Planning
- Tax Planning
Education
- Sample Legal Forms Contributor, Bogert Trusts and Trustees, rev. 3d (Thomson Reuters/West).
- Succession Planning Strategies for Professional Associations, Dec. 2008 issue of Estate Planning.
- Family Business Succession Planning: Devising an Overall Strategy, May 2004 issue of Journal of Financial Service Professionals.
- The LifeCycle Buy-Sell Harmonizes Business Owners’ Diverse Objectives, Feb. 2003 issue of Estate Planning.
- Using a General Partnership to Structure and Fund a Buy-Sell Agreement, Jan. 2000 issue of Journal of Financial Service Professionals.
- 2003-2007, Assistant Editor, Insights & Strategies, a monthly financial and estate planning newsletter for professionals.
