I am an estate and tax planning attorney with an LL.M. in Taxation and approximately 15 years of experience representing individuals, executors, trustees, and beneficiaries. This includes basic estate planning as well as sophisticated plans that address clients' concern for the orderly disposition of their wealth, the minimization of taxes, business succession planning, creditor protection, and the special needs of disabled children. I love working with families and guiding them through the maze of tax and property law issues in search of a plan that achieves their substantive goals and minimizes taxes without letting the tax tail wag the dog.
Specialties: Preparation of wills, revocable trusts, health care proxies, durable powers of attorney, buy-sell agreements, asset protection trusts, special needs trusts (SNTs), personal residence trusts (QPRTs), family limited partnerships (FLPs), grantor retained annuity trusts (GRATs), irrevocable life insurance trusts (ILITs), installment sales to irrevocable grantor trusts, and self-cancelling installment notes (SCINs).
We have not found any instances of professional misconduct for this lawyer.