Estate planning and estate administration for closely held business owners, C-executives, and principals of private equity firms and hedge funds.
I advise individuals and families in all aspects of estate and tax planning. My practice ranges from straightforward estate planning for individuals and young families to developing complex plans that incorporate sophisticated strategies to transfer wealth to the next generation while minimizing estate and gift taxes. I regularly counsel fiduciaries and beneficiaries in connection with estate and trust administration, including post-mortem estate and tax planning, the probate process and preparation of federal and state estate tax returns. I also regularly advise on all matters related to probate litigation and family controversies dealing with estates or trusts.