Collaboration

I only work with clients who have established relationships with a CPA and with an attorney experienced in business or estate planning matters. In those circumstances, my role is generally to help identify exposures or opportunities, design solutions, and to act as a consultant to the client and the client’s existing team of professionals.

When it makes sense to do so, I am available on a very limited basis to perform legal work necessary to implement a planning strategy. In most cases, however, it is beneficial for the client’s CPA and attorney to be actively involved in the planning process and to implement solutions with my assistance.