With a career spanning nearly three decades, Bill is a seasoned estate planning, trust and probate administration attorney. He has the ability to navigate the complexities of high-value estates, and has successfully administered numerous multi-million dollar estates. Some in probate cases and some operating as the attorney for the trustee. The estates contained assets encompassing family businesses and real estate holdings, and/or pubic investment portfolios. Clients appreciate Bill’s strategic thinking, commitment to detail and calm demeanor during what can be a challenging time. His expertise lies not only ensuring legal compliance, but also in providing sound financial guidance and fostering transparent communication with all involved parties.
- Certified Public Accountant, 1989
Meet The Team