About The Firm
This practice was built intentionally.
I work with business owners because ownership carries consequences that extend beyond performance, revenue, and growth. When businesses and wealth are built without planning for transition, control, and succession, the cost is rarely financial alone. It is generational.
My interest in estate and succession planning is not abstract. It comes from a belief that prior generations work too hard for what they build to be lost through inattention, delay, or poorly designed structures. Planning is how effort becomes endurance.
How I Approach The Work
Estate planning for business owners is not about forms or templates. It is about judgment, structure, and decision-making under constraint.
I am drawn to complex problems, particularly those involving high performers, competing interests, and long-term objectives. The work requires understanding how people operate in practice, not just how plans appear on paper. That perspective informs every engagement.
My role is to help clients move from success to continuity by imposing structure where complexity, emotion, and time tend to interfere.
Background & Perspective
I graduated cum laude from New York Law School and focused heavily on estate planning and taxation, earning a 3.75 GPA across six estate-planning-related courses. During that time, I was an active member of the New York City Bar Association’s committees on estate planning and gift taxation, where I engaged directly with policy, structure, and planning considerations beyond the classroom.
Before entering private practice, I spent five years clerking in the Supreme Court of Kings County, New York, where I was exposed to estate planning matters from the perspective most clients never see: disputes, breakdowns, and consequences after planning has failed or never occurred. That experience shapes how I think about risk, ambiguity, and durability.
I later worked in litigation, where I saw how easily substantial business and personal assets can be exposed by the actions of employees or family members when foresight and structure are absent.
An Entrepreneurial Lens
My approach is also shaped by a lifelong exposure to entrepreneurship. I have been involved in entrepreneurial activity since childhood, surrounded by family members and peers who built businesses, took risks, and created value from the ground up.
That environment instilled an appreciation for ownership, autonomy, and responsibility early on. It also made clear how fragile progress can be when continuity is not addressed.
I understand how business owners think because I have been around builders my entire life.
Why This Practice Exists
This firm exists for business owners who expect what they have built to last.
Not just financially.
Structurally.
Generationally.
The work is deliberate. The clients are serious. And the planning is measured in decades.
1 hr 30 min