With over two decades years of experience, I advise high net-worth individuals and closely held businesses on the development and implementation of sophisticated and comprehensive estate and tax planning strategies to minimize the impact of federal gift, estate and generation skipping transfer taxes. I work closely with multiple generations of families, as well collaborate with their financial advisors, accountants, appraisers, and other attorneys and professional team members to ensure the efficient accomplishment of client objectives and seamless continuity of closely held businesses through creative, cutting-edge solutions. I utilize a broad range of estate and tax planning techniques, including crafting customized estate planning documents, structuring and implementing sophisticated lifetime gifting and/or sales techniques (e.g., intentionally defective grantor trusts (IDGTs), spousal lifetime access trusts (SLATs), irrevocable life insurance trusts (ILITs), and beneficiary defective inheritor’s trusts (BDITs)), and restructuring asset and entity ownership to optimize discounts for lack of marketability, minority interests, lack of voting rights and fractional interests in real estate as appraised for estate and gift tax purposes. PRACTICE AREAS:• Estate, gift and GST tax Planning• Modification and decanting of irrevocable trusts• Gifts and sales of closely held businesses and other assets to: