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Susan’s practice focuses primarily upon the areas of estate and tax planning, estate and trust administration, complex trust and tax issues, including the implementation of sophisticated estate [...]

Ms. Farrell is experienced in estate administration and estate and trust planning. She is versed in estate planning techniques utilized to save taxes, maximize growth, and pass on family wealth [...]

ESTATE TAXATION: GREATER CERTAINTY FOR A WHILE With the passage of the Tax Cuts and Jobs Act of 2017, estate planners now have greater certainty as to the future of federal estate, gift, and [...]

WILL YOU BE THE ONE WHO LEADS THE SUCCESSION PLANNING PROCESS? If you think motivating your client to tackle estate planning is difficult, consider the challenges inherent in business succession [...]

UNTIL THE OTHER SHOE DROPS Estate tax uncertainty brings with it a variety of planning concerns. We examine those concerns and suggest ideas that should be considered now and in the future. FSP [...]

WHEN LIFE INSURANCE EARNS ITS KEEP It is important to understand how estate planning attorneys and life insurance professionals need to work with each other. There are many times when the [...]