Minnetonka estate planning attorney Robert L. Searles, Jr. is the owner and principal attorney for Searles Law Office. With over 30 years of experience in estate planning, financial and tax planning management and trusts, Bob is able to provide creative, in-depth strategies for complicated estate planning situations.
Individuals often find themselves in situations where it is desirable to pass on the financial legacy of their work without losing large amounts needlessly to taxes. Bob has a Master's degree in Taxation, which gives clients the benefit a trained, expert perspective that includes working ethically within the tax laws to minimize or eliminate estate and capital gain taxes.
Bob’s expert knowledge enabled him to manage the financial aspects of wealth management for 94 clients with combined assets in excess of $450 million at Norwest Capital Advisers.
Prior fee-based financial planning services experience includes analysis and recommendations for corporate executives, self-employed business owners and retired individuals and their families.
As a senior tax accountant for Arthur Andersen & Co., Bob provided tax compliance, income, and estate tax research and planning for individual and corporate clients.
Bob was also responsible for the management of over $400 million of employee benefit plans as a pension trust administrator while attending law school in the evenings at William Mitchell.
Bob graduated with his Juris Doctor from the William Mitchell College of Law in St. Paul, Minnesota. He received a bachelor’s degree in history from Middlebury College in Vermont. Seeking an added dimension to his legal and financial experience, Bob obtained his Masters of Law in Taxation degree from the Boston University College of Law, over 25 years ago.
Bob Searles has been in private practice for 24 years in the Minneapolis, Minnesota area. His experience as a wills, trusts and tax attorney has focused exclusively on clients with estate planning and lifetime planning concerns, including drafting relevant documents, probate trust, and estate administration. Wills, revocable living trusts, irrevocable life insurance trusts, QPRT’s and buy-sell agreements, as well as coordinating property ownership and transfers with attention to minimizing or eliminating estate and capital gain taxes.
Bob has substantial experience in asset management, including seven years as a financial management principal for Norwest Capital Advisors. Services included
income tax planning,
personal and charitable gift programs, and