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- Represents individuals and couples in formulating and implementing basic and sophisticated estate planning strategies, including the preparation of wills, revocable trusts, irrevocable insurance trusts, and qualified personal residence trusts
- Assists clients in meeting their charitable objectives through the preparation and administration of charitable remainder trusts, charitable lead trusts, charitable bequests, charitable gift annuities and private (family) foundations
- Advises individual and corporate fiduciaries and beneficiaries on their rights and obligations and represents these parties in probate court disputes
- Represents estates and trusts before the Internal Revenue Service and Department of Revenue Administration in estate and gift tax audit proceedings
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