Wealth Strategies Attorney
CurrentFamily Wealth + Business StrategiesAs a Wealth Strategies Attorney, a great deal of my work involves counseling families, family-owned & closely-held businesses, including farming and agri-business families on transition & succession planning, estate freezing techniques and gifting strategies. I advise clients in the myriad of opportunities and obstacles that exist in developing an estate plan that arrives at their desired outcomes, including those whose goals include wealth and management transfer.