Thomas J. Woessner

Partner
Thomas J. Woessner
  • Overview
  • Experience
  • Media & Presentations
  • Professional & Community
4200 IDS Center
80 South 8th Street
Minneapolis, Minnesota 55402
T 612.371.3517
F 612.371.3207
Colleen D. Brandt
T 612.371.2410
  • Minnesota
  • Wisconsin
  • U.S. Tax Court

Tom Woessner practices in the areas of estate planning, administration of trusts and estates, estate and gift taxation, and fiduciary-income taxation. He frequently speaks to individuals and organizations on estate planning, trusts, and related tax matters. He brings a strong financial background to his practice; before entering the legal field, he was a chief financial officer and controller at various companies and a senior accountant at a Big Four accounting firm. He remains a certified public accountant.

Tom is a Fellow of the American College of Trust and Estate Counsel. He is a past Chair of the Minnesota State Bar Association’s Probate and Trust Law Section Council and past Chair of the Hennepin County Bar Association’s Probate and Estate Section.

Awards & Recognition
  • Best Lawyers in America (2017)
  • Minnesota Super Lawyers (2006–2016)
  • Minnesota Super Lawyers, "Top 40 Estate Planning Lawyers" (2008-Present)
  • North Star Lawyer, Minnesota State Bar Association (2013)
Experience

Estate Planning:

  • Reviewing, analyzing, and developing estate plans for clients and preparing the necessary documents.These documents go beyond the basics and include vehicles such as private foundations, Family Limited Partnerships (FLPs), Grantor Retained Annunity Trusts (GRATs), Charitable Remainder Trusts (CRTs), Charitable Lead Annuity Trusts (CLATs), Irrevocable Life Insurance Trusts (ILITs), Self-Cancelling Installment Notes (SCINs) and other sophisticated planning documents.
  • Planning for executives with stock options.
  • Planning for retirement plan assets including reducing income tax costs on the distribution of retirement plan assets and protecting assets with trusts.
  • Represent numerous closely-held business owners in reviewing, analyzing, and developing succession plans as well as the preparation of documents necessary to implement such plans.
  • Assisting high net worth clients in the preparation and negotiation of antenuptial and postnuptial agreements.

Trust & Estate Administration:

  • Probate administration of large and complex estates including commercial real estate or closely held businesses in multiple states and international asset holdings
  • Represent financial institutions as corporate fiduciaries in trust administration, interpretation and contested trust litigation.
  • Preparation of federal and state estate tax returns and federal gift tax returns.
  • Preparation of federal and state fiduciary income tax returns for estates and trusts.
  • Estate and gift tax audits.
  • Representation of guardians and conservators in guardianship and conservatorship proceedings.
Media & Presentations
News Releases
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Media Mentions
Admissions
  • Minnesota
  • Wisconsin
  • U.S. Tax Court
Professional & Community

Memberships

  • American Bar Association, Member
  • Minnesota State Bar Association, Member
  • Hennepin County Bar Association, Member
  • Ramsey County Bar Association, Member
  • American Institute of Certified Public Accountants, Member
  • Institute of Certified Management Accountants, Member
  • Minnesota Society of Certified Public Accountants, Member
  • American Association of Attorney - Certified Public Accountants, Member

Community Involvement

  • The Family Partnership, Board of Directors and Treasurer
  • Lutheran Social Services Foundation, Board of Directors
  • University of St. Thomas Mentor Externship Program, Mentor
  • Minneapolis Rotary Club #9, Member
  • Minneapolis Downtown Next Generation Lions Club, Member; Chair of the Foundation; Board of Directors
  • Catholic Charities, Planned Giving Committee, Member; Past Chair of Planned Giving Committee; Past Member of Board of Directors
  • Cretin-Derham Hall High School, Investment & Finance Committee, Member; Past Chair of Board of Directors
  • Resources for Child Caring (Think Small), Board of Directors, Past Chair
  • HIKE Foundation, Past Advisory Board of Directors
  • University of Minnesota, Minnesota Medical Foundation Vison Foundation, Past Vice President of the Board of Directors

Certifications

  • CPA (Certified Public Accountant)
  • CMA (Certified Management Accountant)
  • CGMA (Chartered Global Management Accountant ®)
4200 IDS Center
80 South 8th Street
Minneapolis, Minnesota 55402
T 612.371.3517
F 612.371.3207
Colleen D. Brandt
T 612.371.2410
  • William Mitchell College of Law (now Mitchell Hamline School of Law)

    (J.D., cum laude, 1993)

  • University of St. Thomas

    (B.A., cum laude, 1984)

  • Minnesota
  • Wisconsin
  • U.S. Tax Court

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