Gerald V. May

Jerry counsels individual clients and closely held business owners on their estate planning, estate settlement, and tax planning needs. He provides practical, comprehensible solutions to complex planning issues.

He also advises individuals on wealth transfer planning, including charitable planning, and drafts implementing documents, such as wills, multiple types of trusts, and limited liability company agreements. Clients seek his experience and guidance to create sophisticated estate plans, including business succession plans, generation skipping transfers and plans for mixed families. He works cooperatively with banks and trust companies to benefit mutual clients. He also works with family members to maneuver through the estate settlement process.