I help business owners plan solutions. I assist families in gaining the peace of mind that comes with knowing that their affairs are in order. I show individuals of means how to save substantial amounts of tax liability.
Since beginning to practice law in 1995, my primary focus has been on Trust and Estates, and business succession planning. Meeting with business owners and other individuals, I listen to what they want to accomplish in terms of financial and retirement goals, transfers of wealth, health-care decision making, business and wealth building, and tax planning. I, along with my colleagues at Paley Rothman, design solutions tailored to fit each individual's and family's unique set of circumstances; from the simple to the complex.
Areas of Focus:
Estate planning for unmarried couples and their families; the marital deduction, elective share and the augmented estate; estate and gift tax; business entity creation and administration; business succession planning; special needs trusts and planning; charitable and planned giving; incapacity planning.