David handles a variety of tax and business matters for partnerships and closely held businesses, including providing business, corporate, individual and estate tax advice and asset protection planning advice.

Read Biography

Carl advises clients on the preparation of wills, trusts, marital agreements, powers of attorney, family wealth transfer plans, and charitable gifts for high net worth individuals and families.

Read Biography

Carla practices in the areas of multigenerational estate planning, corporate law and taxation, succession administration and probate and Federal taxation.

Read Biography

Kathryn has extensive experience in estate administration and in the area of estate planning, including wills, trusts, family wealth transfer plans and charitable gifting.

Read Biography

Amanda advises clients on the preparation of wills, trusts and powers of attorney, as well as the creation and implementation of tax-advantaged wealth conservation plans.

Read Biography

Daniel H. Bruni advises clients on matters related to estates, trusts, closely held businesses and the transfer of private wealth.

Read Biography

Monica’s area of practice focuses on the preparation of will packages, including wills, trusts, and powers of attorney as well as the implementation of wealth conservation plans.

Read Biography

R. Monique is a paralegal with the firm, and a non attorney Notary Public with statewide jurisdiction. Under the direction of the attorneys in the firm, Monique handles primarily succession probate administration, including related real estate and corporate matters as well as federal estate and gift taxation.

Read Biography