Survey Uncovers Caregiver Support Needs, Possible Solutions
Many family caregivers are working caregivers; that is, they have a primary occupation in addition to caring for an aging loved one. Choosing to work while also [...]
As an estate planning attorney, David consults with individuals regarding their estate planning and estate administration needs, including business succession planning, leveraged gift giving, philanthropic goals and the structuring of estate planning documents. He has extensive experience – including more than 23 years as a practicing attorney – with tax compliance issues affecting trusts and estates and the preparation of both simple and complex federal estate and gift tax returns, fiduciary income tax returns, and various postmortem tax issues.