Marcus Urlaub

Top rated Estate Planning & Probate attorney in Minneapolis, Minnesota

Monroe Moxness Berg PA
Marcus Urlaub
Monroe Moxness Berg PA

Practice Areas: Estate Planning & Probate, Business & Corporate; view more

Licensed in Minnesota since: 2013

Education: William Mitchell College of Law

Selected to Rising Stars: 2022 - 2023
Free Consultation

Monroe Moxness Berg PA

7760 France Avenue South
Suite 700
Minneapolis, MN 55435-5844 Visit website

Details

Marcus Urlaub works with the estate planning and business law practice group of the Monroe Moxness Berg law firm in Minneapolis, Minnesota. He represents clients throughout the State of Minnesota with matters involving:

  • Estate planning, wills, trusts, probate, and trust administration
  • Business succession and exit planning
  • Business transactions
  • Wealth preservation

Marcus’s practice is informed by the skills and perspective he acquired in a business environment.  Before becoming an attorney, Marcus worked in business banking, where he served a variety of emerging companies and small- to mid-sized business clients. He understands the passion entrepreneurs bring to the table, the challenges they face to grow their business, and the constant balance of risk and reward.  Marcus also has a Masters of Business Administration (MBA).

Marcus is an understanding attorney who considers the needs of his clients whether it’s related to their estate planning or business/corporate needs. He supports them with sound legal counsel and active listening. This has earned him high regard among his fellow lawyers and clients, and a “Good” rating on Avvo.

Actively involved in the legal circle, Marcus is a part of the American Bar Association, the Minnesota State Bar Association, the Minnesota Craft Brewers Guild and the Financial Planning Association of Minnesota.

Practice areas

Estate Planning & Probate, Business/Corporate

Focus areas

Business Formation and Planning, Business Organizations, Contracts, Estate Planning, Limited Liability Companies, Partnership, Probate & Estate Administration, Trusts

  • 70% Estate Planning & Probate
  • 30% Business/Corporate

First Admitted: 2013, Minnesota

Professional Webpage: https://mmblawfirm.com/our-team/marcus-l-urlaub/

Firm News (Newsletters):
  • What Makes for a Sound Buy-Sell Agreement — And Why You Need One
  • Planning a Family Cabin Succession: What You Need to Know, mmblawfirm.com/planning-family-cabin-succession-need-know/
  • The mechanics of actually approaching and securing commitments from craft brewery investors, Three Key Steps in Raising Capital to Fund Breweries, Craft Brewing
Pro bono/Community Service:
  • Minnesota Craft Brewers Guild
Bar/Professional Activity:
  • Minnesota State Bar
  • Financial Planning Association of Minnesota
  • Minnesota State Bar Association
  • American Bar Association
  • U.S. District Court – District of Minnesota
Scholarly Lectures/Writings:
  • The presentation explains how financial planners can guide their clients through the challenges and opportunities presented by the SECURE Act to help clients coordinate their financial and estate plans. Marcus considers how the Act’s 10-year rule affects trusts and individual beneficiaries; how to plan for young beneficiaries, spendthrift beneficiaries, divorces, and creditors; what strategic adjustments to make in qualified plan beneficiary designations for income tax planning, and what life insurance and charitable planning strategies may be beneficial, Presenter, Secure Act -- Practical Financial and Estate Planning Strategies, Financial Planning Association of Minnesota webinar, Financial Planning, 2020
  • Staff Member, William Mitchell College of Law, William Mitchell Law Review – Volume 38
  • Assistant Editor, William Mitchell College of Law, William Mitchell Law Review -Volume 39
  • Minnesota Real Estate Journal Retail & Restaurant Summit, “Tapping into the Thriving Craft Brewery Industry – Business and Legal Perspectives,” panelist, May 2014
  • Minnesota Real Estate Journal Hotel & Hospitality Conference, “Legal and Financial Matters for Breweries and Distilleries,” panelist, September 2014
  • Three Key Steps in Raising Capital to Fund Breweries
  • The Window May Be Closing on Valuation Discounts
  • What Makes for a Sound Buy-Sell Agreement — And Why You Need One
  • Planning a Family Cabin Succession: What You Need to Know
  • MMB’s Craft Brewing Industry Attorneys Discuss Twin Cities Market
Other Outstanding Achievements:
  • Selected to “Super Lawyer’s” 2022 Minnesota Rising Stars list in the area of Estate Planning & Probate, 2022
  • Selected to “Super Lawyer’s” 2023 Minnesota Rising Stars list in the area of Estate Planning & Probate, 2023
Industry Groups:
  • Craft Brewing
  • Financial Planning
  • Manufacturing
  • Wealth Preservation

Office location for Marcus Urlaub

7760 France Avenue South
Suite 700
Minneapolis, MN 55435-5844

Phone: 952-346-1425

Selections

2 Years Rising Stars
  • Rising Stars: 2022 - 2023

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