Nicole advises clients on estate planning, wealth transfer planning, marital property agreements, business succession planning and post-death administration. Her clients include family offices, entrepreneurs and business owners, real property investors, private equity fund managers, and entertainment industry figures.
Nicole helps high-net-worth individuals pass wealth to the next generation, while minimizing their tax burden. To that end, she creates estate plans and charitable giving programs designed to meet her clients’ family succession and wealth management objectives. She also advises families in the creation and ongoing administration of their family offices, and works with business owners to maintain control of their companies through buy-sell agreements or to relinquish control via responsibly conducted transition of ownership to family members or employees.
View further details here: https://www.mwe.com/en/team/p/pearl-nicole-m
American College of Trust and Estate Counsel, Fellow
USC, Trust and Estate Conference Planning Committee
University of California, Berkeley, School of Law, JD
University of Illinois at Urbana-Champaign, BA, (cum laude)