About

I specialize in:• Estate Planning...for individuals & couples• Business Planning...for entrepreneurs & family businesses• Trust Administration & Probate...for families• Charitable Giving & Foundations...to give backFor over thirty years, I have served my clients with a combination of technical expertise, sensitivity and understanding. I work closely with my clients to educate them on how to transfer their hard-earned assets to their family and community in ways that are consistent with their values, goals and aspirations and help them navigate the complex rules and laws that regulate trusts and the flow of wealth from one generation to the next.Knowing that only teamwork can achieve the best outcome for my clients, it is my pleasure to work closely with my clients' other trusted advisors, including their accountants, financial and insurance advisors.

Practices Areas

Estate Planning

Language

English

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