Experienced Attorney providing legal solutions to individuals in order to provide for an orderly disposition of assets to loved ones in the most efficient way to reduce taxes and administrative costs. Provide legal advice to business owners in order to reduce personal and business liability, reduce taxes, and assist with business succession and the transfer of wealth.

Experienced Attorney providing legal solutions to individuals in order to provide for an orderly disposition of assets to loved ones in the most efficient way to reduce taxes and administrative costs. Provide legal advice to business owners in order to reduce personal and business liability, reduce taxes, and assist with business succession and the transfer of wealth.

Focused my law practice in estate planning, probate administration, business formation and transactions.

Experienced Attorney providing legal solutions to individuals in order to provide for an orderly disposition of assets to loved ones in the most efficient way to reduce taxes and administrative costs. Provide legal advice to business owners in order to reduce personal and business liability, reduce taxes, and assist with business succession and the transfer of wealth.

Hired for newly formed Estate and Gift Tax Planning Group for local public accounting firm. Designed plans to transfer client’s wealth to individuals and charities in order to reduce estate, gift and income taxes. Researched complex estate and gift tax issues, analyzed client cash flow, and prepared income tax projections for clients. Also prepared income, fiduciary, gift and estate tax returns. Developed a plan to market estate planning services to existing clients, including a marketing brochure, planning checklists and client information questionnaires.

Audited inheritance tax returns and answered questions from attorneys, CPA's and general public about inheritance tax laws and procedures.