Barry Newman
PEOPLE

Barry Newman

Partner
newman.barry@dorsey.com

Overview

BARRY HELPS CLIENTS ACHIEVE THEIR PERSONAL WEALTH MANAGEMENT OBJECTIVES THROUGH ESTATE AND GIFT PLANNING, BUSINESS SUCCESSION PLANNING AND INCOME TAX PLANNING.

For over 20 years, Barry has advised business owners, executives, and families with estate and gift planning, business succession planning, income tax planning, charitable planning, and retirement planning. His practice includes the preparation of wills and trusts, estate and trust administration, and estate, gift, and income tax controversies.

Barry is a Co-Head of Dorsey’s Tax, Trusts and Estate Practice Group.

Education & Admissions

William Mitchell College of Law (J.D., 1992), magna cum laude

University of Minnesota, Carlson School of Management (B.S.B., Accounting, 1988), with distinction

Admissions

  • Minnesota
  • U.S. Tax Court

News & Resources

Events & Speaking Engagements

Family Office Forum: Miami Vice - Busting the Major Topics

Select Presentations

  • Income Tax Planning vs. Estate Tax Planning, Minnesota State Bar Association CLE – 41st Annual Probate & Trust Law Section Conference, June, 2015
  • Planning for the Compression of Tax Rates, American College of Trust and Estate Counsel, Rocky Mountain Regional Conference, September, 2014
  • Non-Tax Case Law Update, Minnesota State Bar Association CLE - 38th Annual Probate & Trust Law Section Conference, June, 2012
  • Heckerling Update, Ramsey County Bar Association Trusts & Estates Section, February, 2012
  • Portability for the Estate Tax Exemption – Maybe You Can Take It With You When You Die (At Least for Two Years), Minnesota State Bar Association CLE - 37th Annual Probate & Trust Law Section Conference, June, 2011
  • Update from the 45th Annual Heckerling Institute on Estate Planning, Ramsey County Bar Association Trusts & Estates Section, February, 2011
  • Estate Planning for S Corporations – Taking Advantage of the Opportunities by Utilizing Grantor Trusts, ESBTS, AND QSSTS, Minnesota State Bar Association CLE - 36th Annual Probate & Trust Law Section Conference, June, 2010

Industries & Practices

  • Banking & Financial Institutions
  • Tax Controversy & Litigation
  • Trusts & Estates
  • Trusts & Estates Litigation

Professional & Civic

Professional Achievements

  • Board of Directors, Sholom Community Alliance, 2004-2015, President, 2011-2013

Accolades

  • Listed in Best Lawyers in America©, 2018-2019 
  • Fellow of the American College of Trust and Estate Counsel
Barry Newman