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I am an associate in Saxton & Stump’s Trusts and Estates Group as well as the Business, Corporate and Tax Group. I help clients with business planning, incorporation, entity conversions and real estate transactions incidental to asset protection and estate planning. I also draft wills, trusts, powers of attorney and utilizes other sophisticated estate planning techniques to create or preserve multi-generational wealth for my clients. I have worked with high and ultra-high net-worth individuals and families to achieve their personal, financial, and philanthropic objectives, specifically assisting with estate and tax planning. I represent fiduciaries in probate and estate planning administration matters, and work with clients on business continuity, tax planning, charitable planning and asset protection. I have also worked with clients on international taxation, civil litigation and tax controversy matters.
Estate planning attorneys help individuals plan for the distribution of their assets and care during incapacity. They create wills, trusts, and other documents to protect families and minimize taxes. Common matters include wills, trusts, powers of attorney, healthcare directives.