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Thomas E. Lund

LinkedIn
Partner
Minneapolis,  MN  U.S.A.
Phone612.607.7243

Peer Rating
 5.0/5.0
AV® Preeminent

Client Rating

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Experience & Credentials Ratings & Reviews
 

Practice Areas

  • Estates & Trusts
  • Private Foundations
  • Welfare Benefits & Cafeteria Plans
  • Fiduciary Responsibilities
  • Qualified Retirement Plans
  • Executive Compensation
 
University Stanford University, B.A., English
 
Law SchoolUniversity of Minnesota Law School, J.D., magna cum laude
 
Admitted1977, Minnesota
 
BornApril 1, 1948
 
Biography

Overview

» Combines estates and trust law experience with extensive knowledge of employee benefits matters

Representative Experience

» Counsels corporate clients on 401(k) Plans, Employee Stock Ownership Plans and Pension Plans, including design, documentation, operations and IRS correction program

» Assists in design and administration of cafeteria plans, group health plans and other employee welfare benefit plans in compliance with IRS and DOL requirements

» Handles M&A-related benefit plan integration matters

» Helps clients meet fiduciary obligations for plan administrators, trustees and boards of directors

Recognition

Listed in The Best Lawyers in America

Minnesota Law & Politics » "Super Lawyer"

Minnesota Justice Foundation » Public Interest Service Award

Associations & Pro Bono

Minnesota State Bar Association » Employee Benefits Section » Probate and Trust Law Section

Ramsey County Bar Association

Southern Minnesota Regional Legal Services » Volunteer Attorney » Former Board Member

Minnesota Continuing Legal Education » Lecturer and Co-Editor of Drafting Wills and Trusts in Minnesota

Publications

"Filling the Void: Incorporation of State Law Principles in Plan Documents," Benefits Law Journal, Winter, 2009

"Coordinating Beneficiary Designations with the Estate Plan," Estate Planning, November, 2009

 
ISLN905318552
 


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Profile Visibility
#1,014 in weekly profile views out of 9,281 lawyers in Minneapolis, Minnesota
#185,926 in weekly profile views out of 1,447,639 total lawyers Overall

Office Information

Thomas E. Lund
Oppenheimer Wolff & Donnelly LLP
45 South Seventh Street
Minneapolis, MN 55402-1609




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