Representative Experience
- Has over 25 years of experience in handling all aspects of trust and estate planning and administration.
- Counsels individuals and families in structuring various methods of achieving financial goals and the distribution of wealth.
- Designs and implements various estate planning arrangements for clients utilizing revocable and irrevocable trusts, family partnerships and limited liability companies.
- Develops tax planning strategies to reduce, defer or eliminate the imposition of federal and/or state transfer taxes.
- Consults with business owners to structure and implement business succession plans.