Marcus L. Urlaub

Marcus is a shareholder at Monroe Moxness Berg PA, practicing in the firm’s Estate Planning and Business Law practice groups.

Marcus works with closely held businesses and individuals in the areas of estate planning, wealth preservation, estate and trust administration, and business succession and exit planning. He also assists the firm’s small business and corporate clients in a variety of matters, including mergers and acquisitions, business and corporate structuring, and shareholder and employment agreements.

Marcus’s practice is informed by the skills and perspective he acquired in a business environment.  Before becoming an attorney, Marcus worked for five years in business banking with US Bank, where he served a variety of emerging companies and small- to mid-sized business clients. He understands the passion entrepreneurs bring to the table, the challenges they face to grow their business, and the constant balance of risk and reward.  While at US Bank, Marcus attended Augsburg College and earned his Masters of Business Administration (MBA).

Marcus graduated magna cum laude from William Mitchell College of Law. While at William Mitchell, he served as an assistant editor of the William Mitchell Law Review -Volume 39, and a staff member of the William Mitchell Law Review – Volume 38.

Speaking Engagements:

  • Financial Planning Association of Minnesota webinar, “SECURE Act — Practical Financial and Estate Planning Strategies,” presenter, June 2020
  • Minnesota Real Estate Journal Hotel & Hospitality Conference, “Legal and Financial Matters for Breweries and Distilleries,” panelist, September 2014
  • Minnesota Real Estate Journal Retail & Restaurant Summit, “Tapping into the Thriving Craft Brewery Industry – Business and Legal Perspectives,” panelist, May 2014

Area of Practice

Business Law
Estate and Trust
Legal Services for Craft Brewing Industry
Multi-Unit Succession and Transition (Must®)
Tax Planning
Wealth Preservation

Admissions

Minnesota State Bar
U.S. District Court – District of Minnesota

Education

University of North Dakota, B.A., magna cum laude
Augsburg College, MBA
William Mitchell College of Law, J.D., magna cum laude

Memberships

American Bar Association
Minnesota State Bar Association
Minnesota Craft Brewers Guild
Financial Planning Association of Minnesota

Recent Publications

MMB’s Craft Brewing Industry Attorneys Discuss Twin Cities Market

Planning a Family Cabin Succession: What You Need to Know

What Makes for a Sound Buy-Sell Agreement — And Why You Need One

The Window May Be Closing on Valuation Discounts

Three Key Steps in Raising Capital to Fund Breweries

Area of Practice

Business Law
Estate and Trust
Legal Services for Craft Brewing Industry
Multi-Unit Succession and Transition (Must®)
Tax Planning
Wealth Preservation

Admissions

Minnesota State Bar
U.S. District Court – District of Minnesota

Education

University of North Dakota, B.A., magna cum laude
Augsburg College, MBA
William Mitchell College of Law, J.D., magna cum laude

Memberships

American Bar Association
Minnesota State Bar Association
Minnesota Craft Brewers Guild
Financial Planning Association of Minnesota

Recent Publications

MMB’s Craft Brewing Industry Attorneys Discuss Twin Cities Market

Planning a Family Cabin Succession: What You Need to Know

What Makes for a Sound Buy-Sell Agreement — And Why You Need One

The Window May Be Closing on Valuation Discounts

Three Key Steps in Raising Capital to Fund Breweries