• Executor of the estate of a prominent real estate developer.

  • Counsel to several trusts that in the aggregate exceed $200 million in assets.

  • Counsel and Board member of a 501(c)(3) medical research institute that is commercializing patented gene therapies.

  • Represented CEOs, CFOs, and other C-Suite executives in contract negotiations and estate planning matters.

  • 20 years of experience developing personalized estate and asset protection plans for hundreds of clients.