Robert A. McLeod
Thank you for adding my contact information. It's a great way for us to keep in touch.
Bob McLeod is listed as among the Top 100 Lawyers in Minnesota for his accomplished probate, trust, guardianship and fiduciary litigation practice. Bob often works on everything that involves the probate court. He writes estate plans that range from a simple will to the most advanced estate planning the law allows. He represents clients administering an estate and trust, and represents clients when litigation erupts in an estate or trust matter. Bob is also very experienced in guardianships and conservatorships.
As a member of the Private Wealth Planning section, Bob practices primarily in the areas of:
- Estate planning
- Guardianships and conservatorships
Bob counsels clients in the areas of estate planning, probate and fiduciary litigation, and guides clients through legalities surrounding charitable gifts, wealth preservation and business succession. Additionally, he advises clients on estate- and gift-tax planning, and assists clients in drafting, administering or litigating Minnesota trust and probate matters. Bob prepares wills, trusts and related estate planning documents, including real estate transactions, grantor retained annuity trusts (GRATs) and charitable remainder trusts (CRTs) for high net worth individuals and spends a significant amount of time representing clients in the courtroom in uncontested and contested trials, along with basic motion practice, discovery and trial practice, including before the Court of Appeals and the Supreme Court.
Bob collaborated with the Minnesota Legislature on drafting the state’s probate and guardianship law, and assisted in developing the court-approved forms requested by the state for use by attorneys practicing guardianship and conservatorship law. In addition, he wrote and updated Minnesota CLE’s Guardianship and Conservatorship Handbook, and wrote or co-wrote multiple articles for publication in the William Mitchell Law Review, The Monthly Digest of Tax Articles and the Journal of Taxation, among others.
Bob is a frequent public speaker on topics surrounding estate planning, probate, trusts, guardianships and conservatorships. Additionally, he has served as an adjunct professor for trusts and estates law and estate and gift tax law at Mitchell Hamline School of Law from 1995 to 2016. Bob is a Certified Public Accountant (inactive) with experience at a large accounting firm.
Some of Bob's most notable cases include:
- Estate of James Palmer, Deceased, 658 N.W.2d 197 (Minn. 2003). This case involves the definition of children in the probate court system.
- Gellert v. Eginton, 770 N.W.2d 190 (Minn. Ct. App. 2009). This case addressed the capacity to execute a deed and the applicability of a probate attorney fee statute in litigated civil claims.
- Greer v. Professional Fiduciary, Inc. et al. 792 N.W.2d 120 (Minn. Ct. App. 2011). This case involved the effect of final orders in probate proceedings.
- Guardianship and Conservatorship of Jeffers Tschumy, 853, N.W.2d 728 (Minn. 2014); 834 N.W.2d 190 (Minn. Ct. App. 2013). This case involved the power of guardians to terminate life support for wards.
Mitchell Hamline School of Law, 1992, J.D.
Mitchell Hamline School of Law, 1994, LL.M., Taxation
University of St. Thomas, B.A.
State of Minnesota
U.S. District Court, District of Minnesota
U.S. Tax Court
- American College of Trust and Estate Counsel (ACTEC), Fellow, 2006-present
- Elder Law Committee, 2006-2007
- Minnesota State Bar Association
- Probate and Trust Section Council, Chair, 2009-2010
- Probate and Trust Section Council, Member, 2001-2010
- Probate and Trust Section Legislation Committee, Co-Chair, 2002 –2006
- Probate and Trust Section Legislation Committee, Member, 1997-2006
- Trust Law Statutory Re-Drafting Committee, Member, 2001
- Guardianship/Conservatorship Statutory Re-Drafting Committee, Member
- Power of Attorney Committee, Member
- Ramsey County Bar Association
- Ramsey County Ethics Committee, 1998-2002
- Mitchell Hamline School of Law Alumni Development Committee, Chair, 2012-2016
- Mitchell Hamline School of Law, Adjunct Professor - Estates & Trusts, 1995-2016
- William Mitchell College of Law, Adjunct Professor - Estate & Gift Taxes, 2000, 2008
- College of Financial Planning, Estate and Gift Taxation Courses, 1998-1999
- Inver Hills Community College, paralegal course on estates and trusts, 1998
- Hockey Coach, MN Mosquitos AAA Club, 2016-2019
- Hockey Coach, White Bear Lake, 2016-2018
- National Guardianship Association, Board Member, 2014-2017
- Stevens Square Foundation, Member, 2013-2014
- Mid-Minnesota Legal Assistance, Board Member, 2012-2018
- President, 2016-2018; Treasurer 2014-2015
- Legal Aid Society of Minneapolis, Board Member, 2011-2012
- Minnesota Super Lawyers, 2004-present
- Top 100 Lawyers in Minnesota, 2019
- North Star Lawyer, 2018
- National Law Journal, Dedicated to Pro Bono and Disability Rights, (January 7, 2013)
- Minnesota Lawyer, Attorney of the Year for guardianship voting rights case, 2012
- Minnesota State Bar Association Presidential Commendation for work on practicelaw.org, 2011
- Minnesota State Bar Association Outstanding Service Award, 2005
- Leonard Lindquist Pro Bono Service Award, 2004
- Rising Star, Minnesota Journal of Law and Politics, 1999-2001
- Minnesota Supreme Court award for work and dedication to the State Forms Committee
- Martindale-Hubbell Rating: AV Preeminent (highest rating)