"I develop custom planning solutions that underscore my clients? personal family profile while achieving their wealth transfer objectives in a tax-favored manner."Experienced Trusts & Estates attorney practicing wealth transfer planning, estate & trust tax law, fiduciary litigation, and business formation & succession planning. Practice Trusts & Estate Planning and Wealth Transfer, Asset Protection, Tax, & Business Planning. Work with individual clients and small business owners. Advise clients on a full spectrum of tax and estate planning services, including wealth transfer, business, and tax planning. Develop customized solutions that emphasized clients? personal family profile and priorities; and their wealth transfer objectives.Currently serve as Co-Chair of the Economics & Technology of Practice Committee of the Real Property Trusts & Estates Section of the American Bar Association. Board Member of the Estate Planning Council of Montgomery County, Maryland. View More ?
26 years of experience
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