Harvard University Law School J.D., 1982
Houghton College B.A., 1979, Summa Cum Laude
Awards & Honors
2014 Attorney of the Year (Trusts and Estates, Minneapolis), The Best Lawyers in America
Top 100 Lawyer, Minnesota Super Lawyers
Fellow, American College of Trust and Estate Counsel
Top 40 Estate Planning & Probate Super Lawyer, Minnesota Super Lawyers
Terry’s practice is divided between trusts and estates and nonprofit organizations. The former includes estate planning, drafting wills and trusts, estate administration, trust administration, and preparation of related federal income and estate tax returns. He advises clients of relevant income, estate, gift and generation-skipping transfer tax considerations, plus other excise taxes which may apply to a client’s plans for transferring assets to family or other beneficiaries.
He also does substantial work with tax-exempt charitable entities, most of which are organized for educational, religious and health care purposes.
Terry was elected a Fellow of the American College of Trust and Estate Counsel by its Board of Regents. Election involves a rigorous nomination and review process, and requires demonstrated excellence in trust and estate law, and significant contributions to the profession.
Terry is a frequent speaker on estate planning. Recent topics include “The Minnesota Estate Tax Dilemma and Drafting Solutions,” “The Hubert Regulations and the Estate Tax Marital Deduction”, “Drafting Charitable Remainder Trusts” and “Drafting Family Shares.” Terry is a member of the “Wax and Seal,” which publishes Drafting Wills and Trusts for the State of Minnesota. He has authored two chapters, “Taxation Issues” and “Closing the Estate and Final Accounting” for Minnesota Estate Administration, published by the Minnesota State Bar Association. He is co-author of “Succession and Estate Planning Issues for Franchisees, An Overview” ABA Forum on Franchising, (1993). Terry also has been an Associates Articles Editor for Probate and Property published by the Real Property, Probate and Trust Law Section of the American Bar Association. While in law school, Terry was Editor-in-Chief of the Harvard Journal of Law and Public Policy.
American Bar Association, Member
Minnesota State Bar Association, Probate and Trust Section
Ramsey County Bar Association, Member, Section of Probate and Trust, Former Chair
Briggs and Morgan Foundation, Director
Elmer L. and Eleanor J. Andersen Foundation, Secretary
Donald D. and Angela W. Wozniak Foundation, Director and Secretary
Christian Legal Society of Minnesota, Former Director
Houghton College, Trustee and Vice Chair
KTCA Channel 2, Advisory Committee on Planned Giving, Former Member
St. Anthony/New Brighton Education Foundation, 1990-1996, Former Director and Former Treasurer
Waite Park Wesleyan Church, Board Member
St. Paul Chamber Orchestra, Governing Member