For almost three decades, Greg has helped clients preserve financial legacies. He advises high-net-worth individuals, family office administrators, business owners, entrepreneurs, multigenerational family groups, and investors on a broad range of estate planning matters. He builds deep relationships with clients, regularly offering trusted counsel on various legal, business, and personal issues.
Greg designs estate and gift tax plans and succession planning strategies that promote asset protection and minimize gift, estate, and generation-skipping taxes. He is experienced with structuring sophisticated planning strategies that include intentionally defective grantor trusts (IDGTs), including spousal lifetime access trusts (SLATs) and installment sales to IDGTs, as well as grantor retained annuity trusts (GRATs). Greg also administers probate estates, prepares gift and estate tax returns, and handles a variety of transactional matters for individuals, family groups, and owners of closely held businesses.
Interfamily transfer of wealth is often an emotionally charged process. Greg understands the complicated dynamics that exist within families facing important financial decisions. He draws on his negotiating skills and common-sense approach to help clients align their individual interests and create agreement across generations and family groups. When necessary, he helps resolve conflicts and contested estates through formal negotiations, settlements, and litigation.
Family wealth preservation frequently involves a team of financial specialists. Greg draws on his extensive network of accountants, financial advisors, bankers, and family law professionals to build the team best suited for each client’s needs.
Greg currently serves as a member of the firm’s Management Committee, helping to maintain the firm’s legacy of high-touch client service and a strong employee-focused culture.