Office Location: United States
United States
Estates: Planning
Tax Advisory
Charitable Planning and Philanthropy
I was previously a partner at Withers Bergman LLP and ArentFox Schiff LLP. I also spent seven years working as a strategist at two leading financial services firms. I use that unique background to engage a family's team of advisors, so we can fully integrate their personal, financial, and legal planning. My practice focuses on the needs of wealthy individuals and families, their businesses, and charities. My experience includes domestic and international trust and estate planning, tax minimization, advanced life insurance strategies, and planned charitable giving.