Clients and attorneys rely on Angela when coordinating high-net-worth estate, business succession and tax planning.
Angela has built long-standing relationships with some of the firm’s largest estate-planning clients and is responsible for “quarterbacking” and managing their family offices. Clients and attorneys are eager to work with her. She is trusted and valued for her organizational skills, availability and the ability to explain complexities such as the generation-skipping tax (GST). Angela has more than 30 years of experience in:
- High-net-worth family office administration
- Probate
- Post-death estate administration
- Trust administration
- Tax preparation
Angela enjoys the job’s blend of people skills – collaborating with clients, their brokers and financial advisors – and the detail-oriented analysis of reviewing the numbers for each client, every time, so they can preserve family wealth for future generations.