Areas of Practice

For the past thirty years my practice has focused on estate and business planning and on the administration of estates and trusts, particularly for individuals and families with closely held businesses – everything from the proverbial “mom and pop” operation to companies employing hundreds with locations spread across the United States and into Europe and Asia.

One of the most satisfying aspects of my practice is the opportunity to guide families through the process of succession planning.

This includes the preparation of Wills, Powers of Attorney, and Living Will Directions, as well as the planning and implementation of sophisticated trusts, such as Irrevocable Life Insurance Trusts, Grantor Retained Annuity Trusts, Revocable Living Trusts, and Qualified Personal Residence Trusts.

With the assistance of my estate administrator, I manage the settlement of Decedents' Estates and the administration of Trusts.

My business planning encompasses the formation of closely held businesses, succession planning, and the purchases and sales of closely held businesses.