- Estate PlanningPartner practicing in the areas of estate planning, wealth transition, asset protection; family-owned business exit and succession planning, and probate.
- Probate
- Tax LawPartner practicing in estate planning, wealth transition and family-owned business planning. Experienced in family and business tax planning and asset protection. Specifically involved in structuring family estates to maximize asset transition to succeeding generations through the use of various trust and business entities strategies, as well as minimizing the estate and gift tax pertaining to such transfers. Knowledgeable in planned lifetime gifting strategies. Significant expertise in selecting and creating business organization formats as well as the implementation of thoughtful exit strategies.