ESTATE PLANNING & CORPORATE ATTORNEY
As an estate planning attorney, Gary helps clients transfer ownership, management, and control of their assets to heirs at the right time and in the most prudent way. Gary's process minimizes taxes and probate expenses.
Since earning his law degree in 1994, Gary has developed a broad understanding of issues that arise when implementing estate plans. Given that many estate plans involve the transfer of business interests, Gary is experienced with corporate formations, executive benefit programs, and other issues related to integrating estate and business planning.
While developing numerous charitable giving programs for clients, Gary has acquired significant experience with zero-tax planning techniques. Gary can draft a wide array of charitable trusts to help clients enhance gifts to family and generate a secure retirement income while redirecting tax money to favorite charities.
Gary supplements estate plans with income tax and risk management strategies, many of which involve advanced life insurance design. Drawing on broad experience coordinating case implementation for one of the top insurance agents in the world, Gary understands how to integrate insurance and legal design techniques.
PROFESSIONAL EXPERIENCE