Mike focuses his practice on estate planning, planned giving, trust and estate administration matters, and business succession planning. With more than 25 years of experience in tax, estate and financial planning, Mike represents individual and corporate fiduciaries in the administration of trusts and estates. He counsels high net worth individuals, families and owners of closely-held businesses in all areas of estate planning with a focus on tax minimization. He offers clear understanding for complex issues surrounding all areas of wealth and business transfers, asset protection and estate administration.
Mike listens carefully to clients to assure he understands their goals and personal wishes to assure he is aligning comprehensive wealth and estate planning strategies with their desired outcomes. He understands the importance of his clients’ legacies, helping them create meaningful planned charitable gifts and multi-generational wealth transfers. He guides clients through difficult decisions to offer clarity and peace of mind on sensitive topics.
