Kevin G Robertson

Practice Areas

Kevin Robertson focuses his practice on wealth planning for high-net-worth families, including the preparation and administration of trusts and estates, preparation of wills and powers of attorney, and business succession planning. He aims to accomplish his clients' objectives while minimizing estate, gift and income tax consequences, and he negotiates with the IRS to resolve federal tax issues on behalf of individuals, estates and trusts.

Kevin also helps his clients plan for distributions from retirement plans and individual retirement accounts as well as for charitable giving, including split-interest charitable trusts.