My estate planning clients are a diverse group, one that includes people with property interests of considerable value and complexity, young couples attending to estate planning for the first time, and everyone in between. In all cases, I take a comprehensive view of the planning process as I craft a sophisticated, durable, and value-conscious estate plan that provides appropriately for loved ones.
For those clients whose circumstances require more involved planning approaches, I happily tender the expertise, creativity, and good judgment necessary to address those circumstances. My aim is to help clients balance the often-competing goals of providing for the appropriate passing of property while minimizing adverse tax and other legal consequences. A related aim in all cases is to promote my clients’ understanding of their estate plans and the legal principles brought to bear upon them.
My services include the preparation of wills, all manner of trusts (including revocable, irrevocable, charitable, and life insurance trusts), family LLCs and partnerships, business succession planning, gifting strategies, charitable planning, powers of attorney, health care directives, along with planning for beneficiaries with extraordinary needs, guardianships and adoptions.