Cory Wessman
Principal Attorney and President
PHONE: 612-436-1190
EMAIL: cwessman@veritagelaw.com
Cory practices primarily in the areas of estate planning, trust and estate administration, and business succession planning.
While Cory has experience with assisting a wide range of estate planning clients, Cory’s expertise and education make him particularly well-suited to assist high net worth individuals and families, especially business owners, business professionals, engineers, accountants, attorneys, and medical professionals. Cory enjoys helping clients make value-driven estate planning decisions, incorporating the client’s values for the proper stewardship of the assets by family or charitable beneficiaries following death. Cory enjoys working collaboratively with a client’s other advisors, especially their financial advisors and tax advisors, to ensure that the plan is comprehensive and efficient. Cory has been awarded the Five Star Wealth Manager distinction.
Cory has substantial experience in navigating the tax and legal complexities following the death of a loved one. In addition to overseeing the asset administration process, Cory is well-versed in preparing and finalizing state and federal estate tax returns. Based upon his own personal grief experience, Cory appreciates the opportunity to provide grieving families professional assistance in the midst of difficult situations.
Cory Wessman
Principal Attorney and President
PHONE: 612-436-1190
EMAIL: cwessman@veritagelaw.com
Cory practices primarily in the areas of estate planning, trust and estate administration, and business succession planning.
While Cory has experience with assisting a wide range of estate planning clients, Cory’s expertise and education make him particularly well-suited to assist high net worth individuals and families, especially business owners, business professionals, engineers, accountants, attorneys, and medical professionals. Cory enjoys helping clients make value-driven estate planning decisions, incorporating the client’s values for the proper stewardship of the assets by family or charitable beneficiaries following death. Cory enjoys working collaboratively with a client’s other advisors, especially their financial advisors and tax advisors, to ensure that the plan is comprehensive and efficient. Cory has been awarded the Five Star Wealth Manager distinction.
Cory has substantial experience in navigating the tax and legal complexities following the death of a loved one. In addition to overseeing the asset administration process, Cory is well-versed in preparing and finalizing state and federal estate tax returns. Based upon his own personal grief experience, Cory appreciates the opportunity to provide grieving families professional assistance in the midst of difficult situations.
Taking the First Steps
Whether you are interested in hiring our firm for your own estate planning needs, or looking for representation to assist in the transfer of assets following death, we invite you to contact us to schedule an initial “no obligation” meeting. During that meeting, we can gather the information necessary to provide you with a more customized fee estimate, based upon your particular situation.
Call us at 612-465-0080, or send us an email. We would welcome the opportunity to meet with you, personally, or speak by phone to discuss your unique situation.