As a member of the Financial Services & Capital Markets industry group, Steve focuses on estate planning, trust and estate administration, and succession planning for privately held businesses and the families who own them. Steve designs and implements plans that maximize savings with respect to income tax, gift tax, estate tax and generation-skipping transfer tax. His experience also includes fine-tuning estate plans through the use of wills, revocable trusts, life insurance trusts and gift trusts.
Steve has significant experience with family limited partnerships, limited liability companies and sales to grantor trusts that preserve family wealth for future generations. He has assisted families in diverse areas with their estate planning and tax planning, including agribusiness, industrial business, automotive business and manufacturing business.