Provide sophisticated estate and tax planning and administration for ultra-high-net-worth clients, designing advanced trusts and foundations, advising on estate, gift and GST tax strategy, overseeing probate and fiduciary compliance, coordinating with family offices and advisors, and counseling on business succession and multigenerational wealth structures.

Provide sophisticated trusts and estates counsel for ultra-high-net-worth clients, designing advanced estate and tax plans (GRATs, SLATs, IDGTs, foundations), advising on estate/gift/GST tax strategy, overseeing trust administration and probate, counseling on business succession, coordinating with family offices and advisors, and managing sensitive multigenerational family dynamics.