Trusts & Estates

 

Work with clients individually or with a variety of professionals, such as accountants, personal financial planners, bankers and trust officers, in the crafting of an appropriate estate plan and the drafting of wills and trust documents necessary to meet the client’s specific needs and goals for wealth transfer, annual exclusing gifting, charitable giving, and asset protection planning. 

 

In addition, work with closely held business interest planning, family limited partnerships and other types of entities.

 

 

 

"I encourage open conversation about an individual's perspective on estate planning to ensure that their wealth transfer goals are met for successive generations."