Plan well. Live well. Leave an organized estate. This has been my mantra across my career as I coach domestic and international clients through their estate and succession planning process. The goal is peace of mind for clients, as well as their families and decision makers, knowing reasonable steps to minimize risks and reduce potential conflict have been taken. I take a similar approach to advising fiduciaries such as executors, trustees, attorneys for property or care, and guardians so they can maximize the effectiveness of their role.

My practice includes a range of trust, estate and private client work: estate planning and administration, trust planning and administration, powers of attorney and incapacity planning, Wills, disability planning and guardianship, charitable gift planning, business succession planning, family office structuring, and related tax issues. Clients include individuals, business owners, charities and financial institutions, as well as lawyers and law firms.