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I specialize in estate, gift, business succession and asset protection planning for successful business owners and affluent families. Generally, I am referred into engagements by the client’s other advisors, typically the client’s existing estate planning or business counsel; the client’s accountants; or the client’s financial advisors. My engagement is usually limited to the design and implementation of a highly customized overall estate plan, designed in collaboration with the client’s other advisors, to achieve the client’s planning objectives.

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