Comprehensive planning for your family's future, including wills, living trusts, powers of attorney, and advanced wealth transfer techniques. I help ensure your wishes are honored and your assets are preserved for generations.
Tax Planning
We help founders and early-stage investors implement QSBS stacking strategies in coordination with estate planning goals, potentially saving millions in federal taxes while preserving wealth for future generations.
From income tax minimization to estate, gift, and generation-skipping tax strategies, I develop custom legal solutions designed to keep more of your wealth where it belongs — with you and your heirs.
Business Law
I advise closely held businesses and their owners on entity formation, tax structuring, and succession planning. Whether you're selling, retiring, or transitioning leadership, I help you structure the move with clarity and tax-efficiency.