Ken focuses his practice in the areas of estate planning, from basic wills and trusts to more complicated planning alternatives (including generation skipping transfer tax planning, charitable planning, GRATS, family limited liability companies), trust and estate administration, tax law and business transactions.
Ken was exposed to the small business world at an early age when he began working in the family businesses that were started by his grandparents. This, coupled with his experience as a practicing certified public accountant before entering the practice of law, allows him to bring a unique perspective to his practice and to interact easily with other advisers to develop a team approach that benefits his clients.
Ken’s estate planning practice is centered around the philosophy that there is no one size fits all approach for everyone. It's important to carefully listen to clients to determine what they want to accomplish and what their family objectives are.
A successful estate plan is one that you, the client, understand.
You can be assured that your wishes will be carried out.
In his trust and probate administration practice Ken focuses on assisting clients in administering an estate in a timely and efficient manner. Dealing with the loss of a loved one is an extremely emotional and difficult time and administering an estate can seem overwhelming. It is Ken’s goal to remove some of this burden by walking his clients through each step of the process and assisting them with the tasks that need to be done.
Ken’s tax practice encompasses individual, business, and fiduciary income and estate tax matters. His work in this area includes tax planning and compliance, advising and structuring business deals involving tax consequences associated with mergers and acquisitions, choice of business structure, business succession planning, like kind exchanges, and representing clients in disputes with federal, state and local authorities.
Ken concentrates his practice in the areas of taxation, estate planning, probate, employee benefits and business transactions.