Amy is a seasoned attorney with over two decades of experience in wealth transfer planning; drafting wills and trusts; gift, estate, income, and generation-skipping transfer tax planning; charitable gift planning; business succession planning; and probate proceedings and estate administration.
After working closely with clients to identify their definition of success and develop goals, Amy seamlessly balances anticipated tax implications, the unique circumstances of the client’s family, and future needs in creating a sound exit strategy or estate plan that addresses the client’s goals and concerns. A trusted advisor, Amy serves as outside general counsel to high-net-worth clients, their businesses, and their family offices by employing a wide range of estate planning tools to meet the individual needs of each client.