Practice Overview
I advise high-net-worth individuals, their families and their fiduciaries on trust and estate planning, with an emphasis on wealth preservation and multigenerational succession planning. My practice also involves counseling fiduciaries and beneficiaries on matters of estate and trust administration.
Every client is unique and I enjoy getting into the details of a particular situation in order to create a bespoke solution. As an estate planner, I have a diverse array of tools at my disposal to solve a client's problems, but I have found that the most useful approach is to translate the more complex aspects of tax and trust law so that clients can understand our capabilities and take a more active role in their planning.
I strongly believe that family and business needs drive planning as much as external tax pressures, and I endeavor to work closely with clients to create comprehensive estate and succession plans that address the goals of current and future generations.
Recognition
American College of Trust & Estate Counsel, Inaugural Mid-Atlantic Fellows Institute (2019-2020)
Rising Star Fellow, Trusts & Estates Law Section of the New York State Bar Association (2019)
Best Lawyers in America "Ones to Watch", 2023-2024
Admissions
State of New York, 2015
State of Connecticut, 2015
State of Illinois, 2019
Education
Boston University School of Law, J.D.
University of Chicago, B.A.
Contributions to the Field
Publications
- Co-author, “When Art Pops in Value...,” STEP Journal, March 2017.
- Co-author, “No Strings Attached,” STEP Journal, August 2016.
- Co-author, “Allowing a Double Bite but No Double Deduction: Estate Loses Res Judicata Argument and Income Tax Credit for Taxes Paid by Decedent Under Claim of Right,” WealthManagement.com, June 22, 2015.
- Co-author, “Preparing to Transition Your Business to a Leader from Outside the Family,” Family Business Magazine, May-June 2015.
Presentations
- “Wills and Trusts 101,” National Business Institute, August 26, 2019.
- “Form 709 Gift Tax Reporting of Transfers of Fractional Interests to Trusts - Identifying Fractional Interest Gift Structures, Complying With Valuation Discount and Substantiation Rules,” Strafford Webinar, February 26, 2019.
- “Grantor Trusts,” National Business Institute, June 1, 2017.
- “Trusts Used for Tax Reduction,” National Business Institute, June 1, 2017.
