Estate Planning Attorney
Creative Planning Legal, P.A. in Minneapolis, MN
I'm an attorney, licensed to practice in Minnesota and Wisconsin, and my primary practice since 2013 has been estate planning. I have helped individuals and families create the plans they need to maximize control and minimize taxes and other costs. Before (and during) law school, I was a FINRA licensed financial professional, working with clients to accomplish their financial goals. This financial background adds depth to my knowledge of asset classes and taxes that benefits my legal clients.
Investments and Securities
Minnesota Law License
Wisconsin Law License
J.D., magna cum laude,
Marquette University Law School
B.A., magna cum laude,
When I was working in investment services, I had a number of clients with planning documents in place, but most didn't understand their documents and were afraid to ask questions. Some of the documents were very old, and some were not well drafted. I determined that if clients were going to get better documents and better service, they needed someone to provide that to them, and that someone could be me.
I wish all families knew how good it feels to get this planning done. Over the years, the sentiments I've heard over and over from my clients, when plans are completed and in place, are the following: 1- They knew they waited too long to get started and they experienced stress over it; and 2- Getting it done turned out to be pretty easy and painless after all, and when it was done they felt very good about it.
I enjoy what I do for my clients, and I look forward to providing top quality documents and legal service to Addio families.
Connect with Kevin Butzen and get answers to all your planning questions.