Amelia advises high net worth individuals and families on a variety of wealth transfer and tax planning issues. Specifically, she works with her clients to establish sophisticated estate plans, make lifetime gifts, create multi-generational trusts, form family companies and partnerships, transition family businesses, engage in philanthropy, plan for incapacity, negotiate marital agreements, and administer trusts and estates.
Amelia advises high net worth individuals and families on a variety of wealth transfer and tax planning issues. Specifically, she works with her clients to establish sophisticated estate plans, make lifetime gifts, create multi-generational trusts, form family companies and partnerships, transition family businesses, engage in philanthropy, plan for incapacity, negotiate marital agreements, and administer trusts and estates.