Shartsis Friese has a notable reputation for its extensive planning practice, and a peer says: "They are very strategic." It assists wealthy families, entrepreneurs, executives and closely held business owners on estate planning and administration, trusts and charitable giving strategies.
A source says: "We are very impressed with the team as a whole. We especially appreciate their expertise, proactiveness, and ability to find creative solutions to complex problems. Their strengths are in keeping things relatively simple for the client while also finding an elegant and effective way to solve problems." Another commentator reports that the team does a lot of "fund formation and fund management work," and acts for "fund management principals that need estate planning work."
Notable practitioners
Danielle Zaragoza handles estate planning, trust administration and probate matters for high net worth individuals and fiduciaries. She has further expertise in advising non-profit organisations in tax planning and administration issues. A source praises her directness, and says she
"will share her opinion in a clear way," while another source mentions her
"creative ideas," and highlights that she is
"soft-spoken, in a very positive way, and brings a lot of comfort to clients in challenging times." Patrick McCabe assists high net worth clients with tax, estate and business planning work, as well as charitable matters. A commentator says his
"style is cerebral yet friendly," and adds:
"He also combines a very strong memory with an up-to-date, encyclopedic knowledge of the law and planning opportunities." Richard Kinyon handles estate and tax planning for high net worth individuals, both in the US and overseas. He can also offer expertise in trust and estate administration matters, and the mediation of disputes. A source says:
"I have a lot of respect for him because he has recognised the growth in cross-border and international estate planning needs and added that to what was an already robust and significant practice." 