Brag about yourself - what makes you great at what you do?
I am an experienced attorney focusing on wills, trusts and estates, business formation and planning, and income tax planning. I started my career more than 30 years ago as an attorney in private practice counseling high net worth clients and became partner at one of New Jersey’s largest law firms. I then shifted my career and joined a multi-family office of a major financial institution, developing and implementing sophisticated wealth transfer planning, business planning and income tax strategies for ultra high net worth clients. A few years later, the head of the institution’s trust company personally asked me to move to the trust administration side and create a new group for accepting and administering closely held business interests in accounts maintained by the trust company. Several months later, in conjunction with the trust company’s reorganization, the head of the trust company requested that I also take over as manager of its existing real estate group. I simultaneously managed both groups and eventually merged them into one group.
I sacrificed my career in January 2006 to care for my parents when they began suffering serious health problems. After they both passed away and after some time to reflect upon my next act in life, I decided to resume my career and opened my law office in March 2013.
Work is what I do; it's not who I am.
I have conducted many presentations on wealth transfer techniques, income tax strategies and closely held businesses for clients and professionals, and have also written numerous published articles on estate planning, income tax, business and charitable topics.
I have received an "AV" rating for my professionalism and quality of work from Martindale-Hubbell, the premier directory of legal professionals.
What types of business contacts are you looking to make?
My practice is foused in the areas of tax, wills, trusts and estates, and business formation and planning. I counsel individuals and businesses about income tax planning, estate, gift and generation-skipping transfer tax planning, and the formation and operation of business entities, including sales and purchases of businesses and succession planning. I prepare wills, trusts, powers of attorney, health directives, business documents and agreements. My key practice areas are:
•Estate Planning for High Net Worth Individuals
•Business Formation and Planning
•Sales and Purchases of Businesses
If you are in need of any of these services please contact me.
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