My philosophy as an attorney and professional fiduciary is:

 

 

• To take a personal interest in my client as an individual with a unique life story and goals

• To limit the number of clients to ensure focused and individualized service and availability

• To ensure that the client’s needs and intent are served by selecting the best possible team while  making sure that costs expended are reasonable in light of the client's means, and result in real value

• To use the skills I have acquired as an attorney  and advocate in managing the affairs of a client or trust

• To communicate openly, frequently and honestly with beneficiaries, family members and interested individuals.