Estate Planning
Wills, trusts, powers of attorney, healthcare directives, and planning for your family and assets.

Trust Planning
Revocable and irrevocable trusts, trust funding, amendments, and customized trust planning.

Advanced Estate Planning
Estate and gift tax planning, wealth transfer, life insurance, special needs planning, and other strategies for more complex circumstances.

Business Succession
Planning for business owners, including ownership succession, business interests, and coordination between business and estate plans.

Probate & Trust Administration
Guidance for personal representatives, trustees, beneficiaries, and families administering an estate or trust.

Planning That Works Together

Estate planning often intersects with tax, financial, insurance, and business planning. With an LL.M. in Taxation from the University of Denver, I bring a tax-aware perspective and work collaboratively with a client's other professional advisors when appropriate.