I enjoy working with anyone who needs an estate plan. My clients include those with complex assets who are concerned about wealth preservation and minimizing taxes, young families getting started who want to name guardians and mature clients who want to get their affairs in order or may be concerned about the costs of long term care. I completed my LL.M. in Tax in 2010 to better serve clients with complex estates and opened my own firm in 2013 after practicing under highly accomplished mentors.
I'd love to help you with your:
~ Estate and Tax Planning (Wills, Trusts, Powers of Attorney, and Health Directives or Living Will)
~ Asset Protection, Wealth Preservation and Wealth Transfer Strategies
~ Trust or Estate Administration
~ Small Business Matters and Succession Planning
~ Special Needs Planning and Advising for Disabilities
~ Devising Strategies to Reduce Taxes or Protect Assets From the Cost of Long Term Care
~ Charitable Planning