A New Peak: Older Adult Outdoor Activity Rates Climb
Effective legal and financial planning for seniors with active lifestyles requires more than a traditional estate plan. Specialized documents can better address the risks of injury, [...]
As an estate planning attorney, David consults with individuals regarding their estate planning and estate administration needs, including business succession planning, leveraged gift giving, philanthropic goals and the structuring of estate planning documents. He has extensive experience – including more than 23 years as a practicing attorney – with tax compliance issues affecting trusts and estates and the preparation of both simple and complex federal estate and gift tax returns, fiduciary income tax returns, and various postmortem tax issues.