Accomplished attorney with extensive experience assisting individuals and closely-held and family-owned businesses in the successful transfer of their assets to succeeding generations in a tax efficient manner.
Chuck is the senior attorney in the firm’s Estates & Trusts Practice Group. His main focus is on the structuring and implementation of estate plans which allow clients to transfer their assets to succeeding generations in a practical and tax efficient manner. Chuck’s estate administration practice is focused on the timely and efficient settling of decedents’ estates, ranging from single-asset, one beneficiary estates to multi-million dollar estates containing closely-held businesses and complex dispositive schemes.
Chuck also advises the firm’s business clients on techniques and strategies for wealth accumulation and transfer. His extensive estate and business planning experience allows Chuck to advise the firm’s individual and business clients on the best ways to transfer their assets with a minimum amount of disruption and tax impact.