Erin has more than a decade of experience assisting clients with trust and estate planning, wealth preservation planning, business succession planning and charitable planning. She also advises trustees on their fiduciary duties.
Erin concentrates her practice on estate and gift tax planning, business succession planning, probate and trust administration, and charitable planning. She also represents clients in probate and trust litigation, and advises individual and corporate fiduciaries on their duties.
To ensure clients’ objectives and needs are properly addressed, Erin works closely with clients and their accountants, financial planners and other advisers to formulate customized estate plans. With an advanced degree in taxation, Erin designs and implements sophisticated wealth transfer plans for closely held business owners and high net–worth individuals.
Erin also represents trustees, executors and beneficiaries when fiduciary claims or issues with taxing authorities arise. After serving as in-house counsel to a trust company, Erin is uniquely qualified to counsel fiduciaries on compliance matters and other challenges that may arise within the fiduciary relationship.