Bob guides clients through sophisticated estate plans, business succession plans, trusts and related transactions.
Bob helps families and business owners prepare for the future. His goal is to create a smooth transition for a surviving spouse or subsequent generation. A straightforward communicator, he frequently speaks on as well as handles individual client matters regarding:
- Family estate plans
- Closely held business succession plans
- Pre- and post-death trust administration
- Wills
- Charitable planning
In addition, Bob routinely counsels closely held companies, family businesses and private foundations regarding a variety of corporate transactions, including real estate–focused transactions, buy-sell agreements, stock purchase agreements and various deferred compensation arrangements. He also coordinates federal and state estate, gift and income tax audits for clients.
Bob enjoys building a rapport with families and business owners to help them plan ahead. He breaks down complex issues, providing clients with a clear understanding of the plans they have put into place.