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The estate planning lawyers at Locke Lord offer expertise in the full range of private client and wealth management matters, including business succession planning, trust and estate administration and charitable planning.
One professional adviser reports: "They do complex wealth management matters, which fits well in the family office space, and they are my number one call for that."
Mark Jacob is engaged in complex wealth preservation strategies for high net worth clients, with in-depth expertise in family limited partnerships and charitable remainder trusts. Jacob has also "developed a specialisation for advising clients who own aircraft," accordingto a source. "He is a sharp lawyer who is very capable when it comes to tax planning and asset protection planning matters," states an interviewee.
Stephanie Donaho is widely admired for her experience in estate planning matters, including succession planning, philanthropic issues and asset protection. One market insider says that Donaho is "a great talent with a wonderful and stellar reputation." Another wealth adviser notes: "She is very practical in her approach to attaining the goals that her clients are looking to attain."