High-net-worth individuals call on Bill for clear-headed guidance in protecting and preserving their wealth for future generations.
Bill works closely with his clients, helping them to develop estate plans, and implement strategies that both save taxes and achieve personal objectives. Clients benefit from his considerable experience in:
- Marital property
- Charitable giving
- Family limited partnerships
- Grantor retained annuity trusts
- Sales to defective trusts
- Succession planning
Bill has also established a proven track record in representing fiduciaries and beneficiaries in fiduciary litigation matters.
A member of various estate planning organizations, Bill is frequently invited to speak on estate planning topics.