I treat the attorney-client relationship as sacred. It is always my goal to make sure I fully understand my clients’ needs and family dynamics in order to craft a plan that works well for them, not simply a plan that will work best for most.
My job is to help guide clients through some of the most difficult questions and decisions of their lives. As an extension of that work, my other responsibility is to ensure that my clients’ final wishes are met on behalf of their loved ones.
I counsel family business owners, entrepreneurs, and professionals on how to protect their life’s work. I design and implement estate plans to assist business owners with succession planning. I also assist families seeking to transfer wealth while minimizing estate and gift tax consequences. For new families, I can help create a plan that details how their children will be protected in the event of tragedy, and ideally generate some peace of mind in the process.
Unfortunately, when the time comes, not all plans are successfully or appropriately implemented. In trust and estate disputes, I focus on achieving practical and realistic solutions, often amid challenging family circumstances. I represent fiduciaries who are legally obligated to carry out a person’s last wishes, and I assist in navigating the administration of an estate or trust in an increasingly litigious society.
One of the most critical components of my practice is listening to and understanding all the involved family dynamics. That information can and should guide our decision-making in an effort to identify potential pitfalls and avoid future family conflicts. Armed with that information and my extensive trust and estate litigation experience, I can focus on providing my clients with creative solutions for today, that also prevent issues tomorrow.