Suzie’s practice focuses on estate planning.
Suzie’s practice focuses on estate, gift, and generation skipping tax transfer planning, probate practice, wealth preservation planning, community property...
Tom assists clients with virtually all aspects of estate, gift and generation-skipping tax transfer planning; probate; wealth preservation planning; community property issues; income taxation of...
Terri is co-head of the firm’s Business Practice Group.
She focuses her practice on personal tax planning, with particular emphasis on structuring estate plans for high wealth individuals. She also...
Andrew's practice focuses on all areas of tax and estate planning.
Andrew's practice focuses on all areas of tax and estate planning, business succession planning, probate, estate and trust...
Tom’s practice focuses on estate planning, trusts and estates, estate administration, personal income tax, small business planning and state and local taxes.
Relevant Experience
Advised a variety of...
Rose focuses her practice on tax and estate planning.
Her experience includes business succession planning, probate, estate and trust administration, and tax-exempt organizations.
Sandy’s practice focuses on tax controversy matters—federal, state and local.
Sandy’s practice focuses on taxation, with an emphasis on tax controversy matters, including administrative appeals and...
Allison focuses her practice on estate planning and estate and trust administration.
She has substantial experience with wealth transfer planning, including estate, gift and generation-skipping tax...
Cary advises clients on domestic and cross-border business federal income tax matters, international tax planning, real estate and energy property tax credits, and leasing and project finance tax...
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