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OUR TEAM
William S. White, JD
Bill White serves as Managing Member of Business and Estate Planning Analytics. Previously he served as general counsel at Thomas Brady & Associates in Boston, and the ESOP Advisors Group in San Mateo, California from 2007 to 2009. 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. Bill graduated with honors from The Catholic University of America and from William Mitchell College of Law. He is a frequent lecturer and author in the area of business exit and transition planning:
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Sample Legal Forms Contributor, Bogert Trusts and Trustees, rev. 3d (Thomson Reuters/West).
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Succession Planning Strategies for Professional Associations, Dec. 2008 issue of Estate Planning.
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Family Business Succession Planning: Devising an Overall Strategy, May 2004 issue of Journal of Financial Service Professionals.
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The LifeCycle Buy-Sell Harmonizes Business Owners’ Diverse Objectives, Feb. 2003 issue of Estate Planning.
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Using a General Partnership to Structure and Fund a Buy-Sell Agreement, Jan. 2000 issue of Journal of Financial Service Professionals.
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2003-2007, Assistant Editor, Insights & Strategies, a monthly financial and estate planning newsletter for professionals.
Cari Skramstad
Cari oversees the administrative operations of the firm, including document preparation, ongoing records maintenance, appointments and scheduling, and client services. She joined our firm with over 26 years’ experience working in the medical field.