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To Date

  • Represented large multi-jurisdictional and multi-national estates through the estate probate and settlement process

  • Settled complex issues in Probate Court

  • Filed and completed trust accountings

  • Created private and public charities

  • Negotiated and settled issues with State's Attorney General offices overseeing charitable trusts and bequests

  • Prepared and settled IRS gift and estate tax returns

  • Protected family assets from creditor claims

  • Settled family estate disputes

  • Settled disputes over insurance representations

  • Overseen administration for over 1,200 family trusts

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