Experience
Michael represents individuals and their families on all aspects of estate planning. He counsels executives, entrepreneurs, and owners of closely-held businesses, high-net-worth individuals, and family offices on complex, estate, gift, generation-skipping, and other tax planning matters.
For over 25 years, Michael has represented clients in wealth transfer and succession strategies involving real property, closely held businesses, publicly traded stock, and other investments. He structures family limited partnerships, limited liability companies, and various types of trusts. He advises trustees on how to satisfy their fiduciary obligations to trust beneficiaries, efficiently administer their investments, and protect family wealth for future generations. Michael also represents clients in the transfer of modest estates and guardianships.
Michael prepares estate tax returns, fiduciary income tax returns, and not-for-profit returns, and he defends taxpayers during IRS audits and appeals.