Representative Experience
- Responsible for the administration of testate and intestate estates, including completing and filing Petition for Probate and Petition for Letters of Administration, preparing Inventories and Annual Reports, managing the payment of debts and distribution of assets to the estate beneficiaries, and preparing estate tax returns.
- Responsible for advice and implementation of wealth planning strategies for multiple closely-held business owners, entrepreneurs and families, including the use of family partnerships, insurance trusts and charitable donations.
- Responsible for obtaining favorable tax determination letters for multiple non-profit entities.