I am an estate planning attorney with more than 20 years of experience helping individuals, families, and small business owners design thoughtful plans that minimize tax, avoid probate, and reduce stress for loved ones. My practice focuses on estate and gift tax planning, business succession, wealth preservation, estate and trust administration, charitable giving, and related business and real estate issues.

When I work with clients, I start by getting to know their stories, values, and concerns, as well as their financial picture. From there, I design a customized plan—often in collaboration with their other advisors—to help minimize estate taxes, protect assets from creditors, and carry out their wishes for caring for family members and supporting favorite causes. That plan may include tools such as durable powers of attorney, health care proxies, wills, revocable and irrevocable trusts, special needs and minor’s trusts, and other strategies tailored to their unique circumstances.

A number of my clients are business owners who turn to me for guidance on how and when to transition a business to the next generation. I help them explore options such as family LLCs, dynasty trusts, and tax-efficient gifting approaches, always with an eye toward preserving both the business and family relationships. I also assist clients with wealth preservation strategies, including freezing asset values, structuring intrafamily loans, and, when appropriate, using techniques like like-kind exchanges to manage income tax exposure.

In addition to planning, I work with trustees and personal representatives who are administering complex estates and trusts with multiple beneficiaries and varied assets. I am often asked to serve as an independent trustee, a role that allows me to balance legal responsibilities with the practical needs and dynamics of families.