ABOUT
Elizabeth is a tax attorney who focuses on advising high net worth families and charitable organizations.
Elizabeth advises families on the tax-efficient accumulation, management and transfer of wealth, particularly in connection with closely held businesses and other valued assets, such as fine art and other collectibles. In addition to an in-depth knowledge of tax law, Elizabeth takes the time to listen and learn about family dynamics and to understand each family’s unique relationship with their wealth so that the resulting plan is tailored to the family’s needs. Elizabeth employs many creative techniques to accomplish her clients’ goals, including a variety of trusts, estate freeze transactions, business succession planning, pre- and post-martial planning and charitable planning.