Assists clients with the preparation of various estate planning documents, including wills, revocable trust agreements, and powers of attorney
Advises high-net-worth families, family offices, and individuals on estate and tax planning techniques and specialized irrevocable trusts, such as spousal lifetime access trusts (SLAT), insurance trusts (ILIT), dynasty trusts, and charitable lead and remainder trusts, to maximize the use of the federal estate and gift tax exemption and achieve other tax-related benefits
Assist clients with trust administration from initial consultation to final distribution of assets
Guides clients through the probate process, from routine estate administrations to contested matters
Assists clients with business succession planning, helping align succession strategies with broader estate planning goals