Patrick advises high-net-worth individuals and families on sophisticated estate planning, wealth transfer strategies, and tax-efficient structures tailored to their long-term goals. His practice focuses on federal, state, and international tax matters, with an emphasis on intra-family wealth transfers and succession planning for closely held businesses.
Patrick counsels clients on the design and implementation of lifetime and testamentary trusts, helping to minimize estate, gift, and generation-skipping transfer taxes. He also advises business owners on entity formation and governance, including partnerships, limited liability companies, and other vehicles for preserving and transferring wealth.
In addition to his planning work, Patrick has extensive experience representing fiduciaries and beneficiaries in trust and estate administration, as well as in complex fiduciary disputes. He regularly advises clients on charitable giving strategies, including the formation and operation of private foundations and public charities.
As a trusted advisor, Patrick builds long-term relationships with clients and their families, offering thoughtful guidance through life’s transitions and generational change.
- Mount Saint Mary’s College (B.A., 1993)
- Gonzaga University School of Law (J.D., 1998)
- Georgetown University Law Center (LL.M., 1999)
- Taxation
- Missouri
- Maryland
- Virginia