Erika Stein

Managing Member (2017- present), Principal at Morrison Sund PLLC
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Contact Information
us****@****om
(386) 825-5501
Location
Minnetonka, US

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5.0

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Chris Denton

I recently completed an estate planning transaction with Erika and I couldn't be happier. She is knowledgable, intelligent, patient with her explanations, thorough, thoughtful and asks all the right questions to determine the best personal plan. My husband and I felt complete comfort working with her and I highly recommend her services.

Sonia Coelho Mosch, PhD, ABPP

Erika has been instrumental in the development of our consulting company, Design Psychology Consultants.

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Experience

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Managing Member (2017- present), Principal
      • Jan 2015 - Present

      Erika focuses her practice on estate planning, probate and trust administration, tax planning, business succession planning, and providing general legal counsel to closely-held businesses. As part of the Trusts & Estates team at Morrison Sund PLLC, she works closely with individuals and families to help clients structure their estate plans to meet all of their objectives in the most tax efficient manner possible. Erika assists her clients in designing plans for their circumstances with… Show more Erika focuses her practice on estate planning, probate and trust administration, tax planning, business succession planning, and providing general legal counsel to closely-held businesses. As part of the Trusts & Estates team at Morrison Sund PLLC, she works closely with individuals and families to help clients structure their estate plans to meet all of their objectives in the most tax efficient manner possible. Erika assists her clients in designing plans for their circumstances with familiar estate planning documents such as wills, revocable trusts (living trusts), financial powers of attorney, health care directives (living wills), as well as more sophisticated documents when circumstances dictate such as trusts for children or grandchildren (including Special Needs and Supplemental Needs Trusts), irrevocable life insurance trusts (ILITs), grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), intentionally defective grantor trusts, installment sales, charitable remainder trusts (CRTs), charitable lead trusts (CLTs), cabin trusts, family limited partnerships, family foundations, limited liability companies, corporations (including not-for-profit corporations), and buy-sell agreements. Erika joined Morrison Sund in 2012, having begun her legal career as an attorney in the business department of Rackemann, Sawyer, and Brewster PC in Boston, MA.

    • Attorney
      • Apr 2012 - Dec 2014

    • President, Attorney
      • Jun 2010 - Apr 2012

      Resonance Law is a law firm created by professionals who share a passion for nurturing the intelligent development of innovative businesses. Resonance Law provides general corporate legal services tailored to early-stage and high-growth companies as well as companies at key transition points. Resonance Law is a law firm created by professionals who share a passion for nurturing the intelligent development of innovative businesses. Resonance Law provides general corporate legal services tailored to early-stage and high-growth companies as well as companies at key transition points.

    • Co-Founder
      • 2010 - 2012

    • President and CEO
      • 2007 - Oct 2010

      Strategic consulting, including business development, business planning & general advisory services. Strategic consulting, including business development, business planning & general advisory services.

    • Canada
    • Software Development
    • 700 & Above Employee
    • Attorney
      • 2003 - 2004

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Associate
      • 1999 - 2002

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Legal Intern
      • 1998 - 1999

    • Law Practice
    • 1 - 100 Employee
    • Summer Associate
      • 1998 - 1998

Education

  • Northeastern University School of Law
    Doctor of Law (J.D.)
    1996 - 1999
  • Wellesley College
    Bachelor of Arts (B.A.), Philosophy and Political Science
    1990 - 1994
  • Hopkins High School

Community

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