Areas of Practice

Trusts

Trusts are important instruments in ensuring clients avoid a lengthy and expensive probate process and that their desires and wishes are respected and followed in an expeditious an efficient manner.

Estate Planning

Planning for potentially adverse situations as well as unexpected events assures these circumstances are addressed and handled in the way the client would have wanted them to be. Through durable powers of attorney, living wills, and pour- over wills, clients obtain peace of mind knowing these matters are settled.

Tax Mitigation

Through the use and implementation of advanced estate and financial planning tools and techniques, Jeffrey is able to help clients significantly reduce taxes on their estates.

Asset Protection

Jeffrey works with clients to structure their assets effectively to maintain privacy and shield those assets from potential liabilities and risk of loss.

Charitable Trusts and Family Foundations

Benefitting causes that clients care about can be one of the most rewarding and satisfying endeavors in which clients engage. Jeffrey consults carefully with clients to assure that not only their philanthropic objectives are met, but that maxmium tax efficiency is achieved as well.