I work with clients and their advisors to develop creative, practical, and efficient wealth transfer plans involving Delaware law.

I focus my practice on trusts and estates planning and administrative services. Relying on my knowledge of the Internal Revenue Code, I help my clients plan for the preservation and transfer of their assets in a cost-effective and tax-efficient manner. I also assist clients through a variety of other estate planning matters such as wills, trusts, powers of attorney, and charitable giving opportunities.

Provide management and advisory services to multimillion-dollar private foundations to ensure compliance with relevant Internal Revenue Code sections, effective asset management, and realization of tax savings and philanthropic goals.

I focus my practice on trusts and estates planning and administrative services. Relying on my knowledge of the Internal Revenue Code, I help my clients plan for the preservation and transfer of their assets in a cost-effective and tax-efficient manner. I also assists clients through a variety of other estate planning matters such as wills, trusts, powers of attorney, and charitable giving opportunities.