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Dreifuss Special Counsel Juli advises clients on tax planning and the integration of estate plans and corporate structures, with an eye toward transferring wealth and business interests in... Read More Luke Harriman Principal Vice chair of the firm's Wealth Transfer & Succession Planning group, Luke advises individuals and families on estate planning matters, helping clients protect and provide... Read More Mary Vidal Hays Principal Clients call on Mary for strategic advice regarding the full range of estate planning matters. She regularly counsels individuals and couples on trust and estate... Read More Gregory B. Mann Principal For more than 20 years, Greg has helped clients preserve financial legacies. Greg counsels high-net worth individuals, family office administrators, business owners, entrepreneurs and investors on... Read More Kevin M. Noonan Principal Chair of the firm's Wealth Transfer & Succession Planning group, Kevin counsels individuals and families with respect to estate and gift planning, estate and trust... Read More Joel S. Polisky Principal Joel is a seasoned transactional lawyer who represents closely held businesses, often as general counsel, in connection with planning and implementing business strategies and a... Read More Gregg M. Simon Principal Gregg is a respected authority on estate and trust matters with more than 30 years of experience in taxation and wealth preservation strategies Read More
Juli D. Dreifuss Special Counsel Juli advises clients on tax planning and the integration of estate plans and corporate structures, with an eye toward transferring wealth and business interests in... Read More
Luke Harriman Principal Vice chair of the firm's Wealth Transfer & Succession Planning group, Luke advises individuals and families on estate planning matters, helping clients protect and provide... Read More
Mary Vidal Hays Principal Clients call on Mary for strategic advice regarding the full range of estate planning matters. She regularly counsels individuals and couples on trust and estate... Read More
Gregory B. Mann Principal For more than 20 years, Greg has helped clients preserve financial legacies. Greg counsels high-net worth individuals, family office administrators, business owners, entrepreneurs and investors on... Read More
Kevin M. Noonan Principal Chair of the firm's Wealth Transfer & Succession Planning group, Kevin counsels individuals and families with respect to estate and gift planning, estate and trust... Read More
Joel S. Polisky Principal Joel is a seasoned transactional lawyer who represents closely held businesses, often as general counsel, in connection with planning and implementing business strategies and a... Read More
Gregg M. Simon Principal Gregg is a respected authority on estate and trust matters with more than 30 years of experience in taxation and wealth preservation strategies Read More
