Steve’s practice is focused on estate planning and administration, with an emphasis on advising individuals and families with complex assets and circumstances. With persistent attention to a family’s dynamics and core values, he assists clients in all aspects of planning, from identifying objectives through drafting and administration, working in close coordination with a client’s advisor team.
In addition to foundational estate planning documents, Steve’s work includes the development and implementation of tax planning strategies, drafting and negotiating marital agreements, charitable planning (including through the use of private foundations and charitable trusts), business succession planning, special needs planning, and advising family offices.
