Emma L. Osborne

Emma concentrates her practice on complex estate planning and wealth preservation, estate, gift and generation-skipping transfer tax planning, and estate and trust administration.

She works closely with her clients to create estate plans that protect assets and minimize taxes, while achieving personalized family goals, including the preservation of wealth for the next generation. She works with a team approach, utilizing the client’s accountants, financial planners and other advisors to best achieve the client’s goals.

Emma is experienced in building custom plans that make the best use of revocable, irrevocable, charitable, insurance and dynasty (generation skipping) trusts to optimize her clients’ personal and tax goals while protecting their assets. She is also experienced with numerous tools, including Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), Charitable Remainder Trusts (CRTs), Qualified Personal Residence Trusts (QPRTs), and Grantor Retained Annuity Trusts (GRATs). Her practice also includes trust and estate administration, modifying trusts and decanting existing trusts, and advising clients on various business planning matters including estate and succession planning for family or closely-held business owners.