Ivory S. Umanah

Biography

Ivory is a founding member of Engelmeier & Umanah’s Trust, Estates and Business practice group where he focuses on helping families and business owners to develop and implement plans for their families and assets so that their assets are available for their families when they need them. Ivory serves individuals, businesses, and fiduciaries such as trustees, personal representatives, conservators and financial or health care agents.

Prior to founding the firm, Ivory was a partner in the trust and estates department of a large Minneapolis law firm. He also practiced with the private client group in the tax practice of a large accounting firm prior to entering the private practice of law.

Ivory has co-authored and presented to various groups on estate planning topics. In addition to legal practice, Ivory believes strongly in community empowerment and frequently volunteers his time and services to non-profit organizations serving the needs of the Twin Cities communities.

Ivory graduated cum laude from William Mitchell College of Law and was admitted to practice in Minnesota in 1997. He is also admitted to practice in Wisconsin, the US District Court for the District of Minnesota, and the US Tax Court. He holds a Bachelor of Science degree from Kutztown University of Pennsylvania and an MBA from St. Joseph’s University, Philadelphia, Pennsylvania.

Practice Areas

Business Succession Planning
Probate and Trust Administration
Retirement Planning
Prenuptial Agreements
Cohabitation Agreements
Wills and Trusts
Estate, Trust, and Tax Disputes
Elder Care
Conservatorship/Guardianship
Charitable Planning
Real Estate Transactions
Advanced Estate Planning
Surrogacy Planning

Bar Admissions

Minnesota
Wisconsin
U.S. District Court District of Minnesota
U.S. Tax Court

Professional Associations

Minnesota State Bar Association
Hennepin County Bar Association
Minneapolis Estate Planning Council
Minnesota Association of Black Lawyers
Minnesota Probate and Trust Law Section Council

Specialized Training

A trained and qualified neutral in Minnesota General Rules of Practice

Published Works

“Estate Tax Marital Deduction: A Minnesota Attorney Handbook,” a publication for Minnesota Continuing Legal Education, co-author

Classes & Seminars

“The Ultimate Guide to Probate,”” National Business Institute webcast (July 19, 2016)
“Demystifying the World of Estate Planning: Issues and Practical Considerations,” Minneapolis, MN (April 7, 2016)
Ivory Umanah presented as a panelist on the Uniform Adult Guardianship and Protective Proceedings Jurisdictional Act, A January 2016 NBI, Inc., webcast.
“Guardianship and Conservatorship Terminations and Procedures,” National Business Institute webcast (December 14, 2015)
“Succession Planning and Small Law Office Management,” Minneapolis, MN (September 25, 2015)
“How to Start Your First Guardianship,” 2015 Probate & Trust Law Section Conference, Co-Presenter (June 8, 2015)
“Non-Tax Case Law Update,” 2015 Probate & Trust Law Section Conference, Co-Presenter (June 8, 2015)
“Asset Protection Planning,” Engelmeier & Umanah Seminar (December 2014)
“Spousal Elections Under Minnesota Statutes Chapter 524.2-201 through 524.2-215: The Good, the Bad and the Ugly,” St. Paul RiverCentre (June 10, 2013)
“State of Your Estate . . . Time to Review Your Personal Legal Situation, including Estate Plans, Other Personal Legal Documents, Tax Issues, Liquidity Planning, Probate and Disabilities Planning”,” Engelmeier & Umanah Seminar (November 2012)
“Will You Have Enough Income In Retirement: My Legacy And My Retirement Assets – Can They Co-Exist?” Ameriprise Financial (May 17, 2012)
Ivory Umanah and Jacqueline M. Schuh presented on Ethical Considerations in planning and administration, a December Minnesota Probate and Trust Law Section webcast.
“So You Think Your Client Needs a Trust,” Minnesota State Bar Association Probate and Trust Law Section Conference, co-presenter

Pro-Bono Activities

Minneapolis Rotary Club #9