Assisted in the design and implementation of comprehensive estate plans for high-net-worth clients, with a focus on minimizing estate, gift, and generation-skipping transfer (GST) taxes. Planning strategies included the use of Dynasty Trusts to promote long-term multigenerational wealth preservation, Intentionally Defective Grantor Trusts (IDGTs) to reduce estate and GST tax exposure, and Irrevocable Life Insurance Trusts (ILITs) to exclude life insurance proceeds from the taxable estate and ensure estate liquidity.

Guided individual and professional fiduciaries through all aspects of estate and trust administration—from initial probate filings and tax compliance, and ultimately overseeing the final distribution of assets and trust termination. Provided detailed guidance on fiduciary duties, creditor claims, and tax-efficient asset allocation to beneficiaries. Provided steady support during what is often an emotional and unfamiliar process, helping clients meet both their legal obligations and their loved ones’ expectations with confidence.

Helped guide families through the administration of high-value estates involving diverse and complex asset portfolios—including residential and commercial real estate in multiple states, foreign financial accounts, valuable art and automobile collections, intellectual property, and closely held business interests. Partnered with co-fiduciaries and professional advisors to address valuation challenges, ensure cross-border compliance, and implement the decedent’s estate plan with care and efficiency. Provided steady, compassionate support during a difficult time while ensuring timely and tax-efficient distributions in accordance with the decedent’s wishes.