Skills  |  Nuanced legal analysis. Oral + written advocacy. Transaction + litigation drafting. Negotiation, with emphasis on helping clients recognize, create, capitalize on + neutralize leverage.

Administration + Litigation  |  Probate, trust administration, income + estate tax, accounting, undue influence, fiduciary duty, will contest, dispute resolution + counseling

Latest Work

• Prepare form 706 estate tax returns, plus §850 + §17200 petitions, and represent surviving spouses in multiple eight-figure estate administrations
• Probate US assets of intestate US citizen who died in China | set up bonding of guardian of estate
• Prepare estate plans, irrevocable life insurance trusts, buy-sell and business ownership gifting plan for S corp shareholders

• Lead litigation team that prevents $42M investment fraud
• Force distribution from trustee who attempts to deny beneficiary her inheritance
• Force beneficiaries to dismiss $MM undue influence lawsuit against trustee
• Force co-trustee/contingent beneficiary to spend part of $MM estate on elderly beneficiary’s care
• Force trustee/sole beneficiary to concede interest in estate based on decedent’s will contract