Accessible and a clear communicator, Bill focuses his legal practice on estate planning and tax matters.
He helps individuals and families with a variety of legal objectives – from the creation of foundational estate planning documents to the implementation of sophisticated strategies that maximize tax benefits and preserve wealth for future generations. Bill also works with closely held businesses to serve their succession planning, tax planning and general business needs.
Bill enjoys the relationship-driven and personal nature of his practice. He understands that his counsel has a direct impact on the financial and personal well-being of clients. Because of this, Bill takes pride in being a clear communicator who is widely accessible to his clients.
Clients appreciate Bill’s team-player mindset, and his collaboration with the firm’s attorneys in other legal practice areas in order to enhance legal solutions. When strategizing for clients, Bill values being part of a coast-to-coast firm with a national footprint.