My experience includes estate planning, where I draft, advise, edit, and implement sophisticated wealth planning strategies. I provide high-net-worth individuals and families with innovative strategies and solutions to preserve, enhance, and transition their wealth. I also have experience with estate administration and trust settlement, and represent both beneficiaries and fiduciaries.
I have experience with estate and trust administration, representing executors and trustees and assisting clients throughout the estate and trust administration process.
I work with high-net-worth individuals and families in developing comprehensive estate plans, including drafting wills, revocable trusts and irrevocable trusts, powers of attorney, and healthcare documents. I also advise on estate and tax issues, including generation-skipping transfer tax planning, and estate and gift tax planning.
Potential changes in tax law make it important to have a flexible and thorough estate plan. Understanding these potential changes, in conjunction with any major changes in a client’s life, allows estate planners to ensure a client’s wealth transitions in accordance with their wishes.
University of Connecticut School of Law, J.D., Executive Editor, Connecticut Public Interest Law Journal
University of Connecticut, B.A.
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