Ryan works with high net worth families and individuals to develop and implement wealth and business transfer plans that fit their personal goals.
As a law student, Ryan discovered a fascination with tax law and the tax issues inherent in estate planning. He knew tax was an area many attorneys weren’t qualified to handle, and he wanted to be sure that he could answer the questions that touched clients’ daily lives and future plans.
Today, Ryan uses sophisticated estate planning techniques, including intentionally defective grantor trusts, dynasty trusts, asset protection trusts, grantor and non-grantor split-interest trusts, qualified personal residence trusts, installment sales and self-cancelling installment notes, FLPs and FLLCs, and private annuities to help clients develop wealth and business transfer plans. He regularly drafts instruments including last wills and testaments, revocable and irrevocable trust agreements, financial powers of attorney, advanced directives for healthcare, articles of organization, LP and LLC operating agreements, purchase and sale agreements, and assignment and transfer documents.
Ryan also has experience setting up nonprofit organizations and family foundations to meet clients’ philanthropic goals. He helps clients work within public benefit corporation and charitable trust structures and apply for and maintain tax-exempt status. He also advises on the corporate governance issues involved in creating these foundations and provides counsel on their ongoing operations.
Ryan is known for his timely responses and his high-quality work, but he’s most of all known simply for the trust clients have in him. Clients know that Ryan will use his knowledge and experience to create an estate plan that fits within legal technicalities while also meeting their personal goals and desires.