Mike has considerable experience creating estate plans designed to maximize tax savings and simplify administration.  He strives to make personal connections with his clients to determine the appropriate plan and documents needed to implement the plan.

Mike represents executors, trustees, and beneficiaries in the estate administration process.  He has handled estates of all sizes, from one-asset estates to federally taxable estates and trusts.  In addition, he has served as executor and trustee for various estates and trusts.

His experience also includes preparation of complex estate and gift tax returns, for both federal and multi-states and creating both pre-nuptial and post-nuptial agreements.

Mike advises clients with determining the appropriate entity for their business and organizing and forming those entities.  He assists with business legacy planning, ownership succession, and buy/sell agreements, with an emphasis on tax implications.