Trusted Advisor

Whether he is working with clients to create and administer an estate plan, solving complicated business problems, negotiating with the IRS, or helping to transition a family owned business to the next generation, Carl prides himself on being a trusted advisor to his clients. With a Master’s Degree in Taxation, Carl possesses unique skills to assist his clients in solving legal issues in a tax efficient manner. A clear thinker and easy to talk to, Carl distills complex legal issues into understandable ones that allow his clients to make effective decisions. Carl’s clients are individuals and businesses in a wide variety of occupations and industries that value a trusted advisor as their lawyer.

Carl Assists Clients With

• Structuring estate plans for affluent individuals and families to maximize wealth preservation from one generation to the next
• Representation for corporate and individual fiduciaries, as well as beneficiaries in probate and trust administration matters
• Business succession planning
• Representation of taxpayers in dealing with tax controversies involving state and federal taxing authorities
• Planning and structuring charitable donations for both individuals and charitable organizations

Forms Library

• Estate Planning Inventory & Questionnaire