Areas of Practice
My practice focuses on the full range of estate planning, trust administration, and related tax and business matters. I work closely with each client to understand their individual circumstances and craft solutions that are both legally sound and personally meaningful.
Estate Planning Documents
Preparation of wills, revocable trusts, financial and health care powers of attorney, advance directives, irrevocable life insurance trusts, charitable lead and remainder trusts, qualified personal residence trusts (QPRTs), retained income trusts, family limited partnerships, and family limited liability companies.
Tax Planning
Analysis of the tax implications of asset, business, and insurance transfers, including gift, estate, and generation-skipping transfer tax planning.
Business Succession Planning
Planning for the orderly transfer and continuation of closely-held businesses, including buy-sell agreements, valuation strategies, and family business governance.
Retirement and Benefits Planning
Coordination of retirement accounts, beneficiary designations, and employee benefit plans with overall estate and tax planning objectives.
Charitable Trusts and Foundations
Formation and administration of charitable remainder trusts, charitable lead trusts, private foundations, and donor-advised funds.
Fiduciary Representation
Representation of executors, trustees, and other fiduciaries in connection with probate, estate and trust administration, and related federal and state tax filings.
Probate and Trust Dispute Representation
Representation of parties in probate proceedings and trust disputes, including will contests, breach of fiduciary duty claims, and accountings.
Pre- and Post-Marital Agreements
Drafting and negotiation of prenuptial and postnuptial agreements addressing property rights, support obligations, and estate planning objectives.
Entity Formation
Formation of corporations, limited liability companies, limited partnerships, and other business entities for estate planning, asset protection, and business purposes.
General Corporate, Business, and Tax Law
Ongoing corporate, business, and tax law advice for closely-held businesses and their owners, including contract review, governance matters, and transactional support.