Special Counsel - Trusts And Estates
CurrentI concentrate my practice in estate planning, counseling individuals, families, and closely held businesses on sophisticated estate planning issues. My work includes drafting documents including wills, powers of attorney, trusts, and matrimonial agreements; administering succession proceedings; preparing U.S. Gift Tax returns and U.S. Estate Tax returns; and working with families and foundations to establish charitable giving plans.I also advise clients on changes in tax laws, identify and carry out tax-efficient wealth transfer opportunities, and assist families with business succession planning with the goal of promoting generational business continuity.