My goal is to be a supportive and communicative navigator for my clients throughout all aspects of estate planning, trust and probate administration, and to develop successful solutions that work from both technical and personal perspectives. I ensure that in each case, clients thoroughly understand what needs to be done and why, empowering them with information from the outset so that they can feel confident throughout the process. Providing first-rate client service is very important to me, and I pride myself on building lasting, trusting relationships.
I advise individuals and families regarding options and appropriate methods to implement their personal estate planning and charitable goals and establish those plans. I also assist clients with estates subject to probate administration as well as administration of trusts, as noted below. In cases where guardianship is appropriate, I advise and assist clients in that process.
I advise individuals and families regarding all aspects of trust administration, including trust establishment, maintenance and administration, during lifetime and after death. I work with all types of trusts, including generation-skipping trusts, revocable trusts, irrevocable trusts, life insurance trusts and charitable trusts. I also advise trustees with all aspects of trust management.
I assist beneficiaries, family members and executors in the administration of all types of wills after a decedent’s death, including testamentary trusts, and handle the full probate process from opening of the estate until final distribution and closure.