Dedicated Senior Wealth Strategist for Regions Private Wealth Advisors and their teams throughout Florida (other than the Panhandle regions). Collaborate with the Private Wealth teams to lead advanced financial, estate and tax strategy discussion and implementation for high-net-worth and ultra-high-net-worth clients and prospects with $10 million or more in total assets.Planning solutions includes pre- and post-mortem tax and estate planning for individuals and families with taxable estates, retirement, tax and estate and asset protection planning for post-liquidity events, charitable planning for C-suite executives and international estate and gift tax planning for U.S. citizens and residents with foreign assets and for non-citizens and non-resident aliens non-citizens with U.S. assets.Utilize eMoney financial planning software to model the tax implications, cash flow effect and estate planning impacts, among other planning questions, of various planning scenarios.Partner with Regions' commercial banking and lending teams to uncover banking solutions for business owners, real estate investors and other wealthy individuals and families.

Strategist specializing in planning for clients and prospects with $25 million or more of investable assets on wealth transfer, asset protection and liquidity planning. Communicated and illustrated sophisticated wealth transfer, asset protection planning and charitable planning techniques including SLATs, GRATs, IDGTs, ILITs, FLPs and Charitable Lead and Remainder Trusts to clients and prospects as part of case consulting.Educated financial advisors and their clients and prospects pre-liquidity planning strategies to mitigate income and transfer taxes, including charitable planning, planning with Incomplete Gift Non-Grantor Trusts and planning with Qualified Small Business Stock.Collaborated with financial advisors, accountants and attorneys of clients and prospects, the firm’s trust company, charitable endowment fund and insurance group on implementation of estate, trust and transfer tax planning for clients and prospects. Designed marketing materials and delivered virtual and live presentations to financial advisors on gift, estate, generation-skipping transfer tax and advanced planning trends for ultra-high-net-worth clients. Utilized MoneyGuidePro financial planning software to illustrate advanced planning strategies.

Built solo estate planning practice through referrals from current and former clients and relationships with centers of influence, including other attorneys, CPAs and trust, bank and financial advisor professionals.Drafted advance health care directives, powers of attorney, Wills, revocable trusts, irrevocable trusts and entity documents for high-net-worth clientsPresented on estate and trust planning strategies to clients and prospects of banks, financial advisors and trust companies and accountants, enrolled agents and other tax professionals.

Drafted advance health care directives, powers of attorney, Wills, revocable trusts, irrevocable trusts and entity planning documents for high-net-worth clients.Prepared gift and estate tax returns and transfer documentsRepresented Personal Representatives, Trustees and Guardians in probate, trust and guardianship hearings.

Prepared pleadings for and argued petitions to modify, reform and decant irrevocable trustsDrafted sophisticated estate planning documents for high net worth and ultra-high-net-worth clients Advised clients on and prepared documentation for business sales, including Letters of Intent, Asset Purchase Agreements and Stock Sale Agreements, and business succession planning, including buy-sell agreements, family limited partnership agreements and limited liability company operating agreements

Managed estate, trust and probate matters for family law attorneyDrafted estate planning documents and prepared assignments, stock powers and other transfer documents to fund revocable and irrevocable trustsRepresented Personal Representatives, Trustees, beneficiaries and other interested persons in estate, probate and trust administrations

Drafted advance health care directives, powers of attorney, Wills, revocable trusts, irrevocable trusts and entity planning documents for high-net-worth clientsPrepared gift and estate tax returns and transfer documentsRepresented Personal Representatives, Trustees and Guardians in probate, trust and guardianship hearings

Represented the New Jersey Department of Education in administrative hearings and appellate proceedingsPrepared discovery documents and pleadings, examined witnesses and delivered opening and closing statements in suspension and revocation of teacher and school administrator licensure cases and funding for public schools and private schools for the disabled casesServed as attorney advisor for the School Board Ethics Commission, body authorized to enforce the New Jersey School Ethics Act