I help wealthy individuals and families preserve, protect and transfer their wealth, with a focus on minimizing income, estate, gift, generation-skipping and other transfer taxes, utilizing a variety of wills, trusts, limited liability entities and proven leveraged strategies. This also includes charitable gift planning.
I especially enjoy getting to know my clients, learning about their families, their interests and hearing about their successes and helping them through difficult times when losing a loved one.
I also advise fiduciaries about their obligations and duties.
I create and advise nonprofits.
Marital Property: I work with clients to minimize marital property disputes and to provide creditor protection through the use of marital agreements and by structuring assets and accounts to maintain the integrity of separate property.
