Patrick combines an intentionally practical approach with a deep grasp of the law to provide clients with advantageous strategies to accomplish their estate and succession planning goals.
Highly focused and disciplined, Patrick develops and implements plans that are customized for clients at all levels of wealth and stages of life. As leader of the firm's Private Wealth group, he works closely with each client’s team of advisors, accountants and other professionals to create a comprehensive plan that helps clients realize their goals and objectives and secure the future for themselves, their families and beneficiaries. Clients appreciate Patrick’s ability to present complex strategies in down-to-earth, easily understood terms.
Patrick focuses on wealth, tax, trust and estate planning; estate and trust administration; probate; privately held business and corporate planning; asset protection planning; special needs planning; and probate and trust litigation. He has designed and implemented numerous plans to minimize income, gift, estate and generation-skipping transfer taxes associated with succession planning for individuals and privately held businesses. He also represents fiduciaries, beneficiaries and other claimants when controversies arise involving taxes, trusts, estates and related property interests.
Patrick’s business background and advanced degree in tax law help provide clients with the business-oriented legal advice and knowledge they might expect of in-house counsel.