Bruce assists clients in structuring estate plans that achieve family objectives and minimize tax exposure.
Bruce has more than 25 years of experience offering sophisticated estate and tax planning services to high-net-worth individuals and families. He helps clients understand and navigate options for the most effective transfer of family wealth, and the tax implications of those options. His in-depth understanding of the tax code and experience as a CPA helps him spot potential tax issues more efficiently, leading to estate plans tailored to client needs and concerns.
Bruce advises clients on the succession of closely held businesses and represents several large family foundations, as well as assisting clients in meeting philanthropic goals. In addition, he works very closely with trustees and beneficiaries in the administration of trusts and estates, and often represents parties involved in probate and trust litigation.
Bruce aims to develop long-term client relationships, often assisting the same individuals and families for multiple generations. Clients appreciate Bruce’s dedication to understanding their unique goals and family situations, ensuring their customized plan meets their needs.