Associate Attorney
Current- Actively counsel and communicate with clients regarding estate planning, tax, and post-death administration matters, ensuring comprehensive guidance and support throughout the process.- Offer tailored advice to clients serving in fiduciary capacities to accomplish their objectives while safeguarding them from potential legal liability.- Design and execute sophisticated irrevocable wealth transfer strategies utilizing Intentionally Defective Grantor Trusts, Irrevocable Grantor Trusts, Net-Income Makeup Charitable Remainder Unitrusts, and Charitable Remainder Annuity Trusts, tailoring each to meet the specific financial and philanthropic goals of the clients. - Actively advise client with net worth near one hundred million dollars regarding implementation of a comprehensive estate plan, business structures, and litigation that actively impacts his planning documents.- Manage the activities of associate attorneys and paralegals and guide their efforts to effectively meet and surpass client objectives.- Conduct comprehensive reviews of existing estate plans and intricate transactions to forecast likely estate tax implications.
