As a trusts and estates lawyer, I assist individuals, families, business owners and charitable organizations with their estate planning, charitable gift planning and estate administration needs. Although I have extensive experience developing sophisticated plans for high net worth clients with specific federal or estate tax issues, I work with all clients regardless of their economic status.
I frequently assist closely-held business owners to resolve the challenges inherent in integrating the needs of their businesses with their overall estate planning goals. I represent charitable organizations in developing planned giving programs. No matter the client, I develop plans that are customized for my clients’ particular objectives and are flexible enough to accommodate the unexpected.
I value the opportunity that my practice affords to assist women, both married and single, with their planning needs. However, my clients include individuals from many different walks of life, statuses and economic circumstances. In each case I bring to bear my 45+ years of experience to help my clients solve their problems, plan for their futures, protect their assets and achieve their goals.