- Advises individuals and families on estate planning strategies involving wealth transfer, asset protection, and business succession planning.
- Guides fiduciaries through all phases of estate and trust administration, as well as guardianship proceedings.
- Works closely with personal injury attorneys to obtain probate court approval for wrongful death settlements and settlements involving minors.
- Prepares federal estate tax returns, gift tax returns, and supporting documentation.
Experience
- Advises individuals and families on estate planning strategies involving wealth transfer, asset protection, and business succession planning.
- Guides fiduciaries through all phases of estate and trust administration, as well as guardianship proceedings.
- Works closely with personal injury attorneys to obtain probate court approval for wrongful death settlements and settlements involving minors.
- Prepares federal estate tax returns, gift tax returns, and supporting documentation.
