Jill’s focus on estate matters ensures that clients and their families are protected for years to come.
As a young attorney, Jill was drawn to estate work for its personal element. She valued the close contact with clients and felt privileged to help them manage such deeply personal decisions.
Today, Jill has more than 25 years’ experience assisting clients with wealth management, asset protection, and gift and estate tax issues. She regularly handles:
- Wills
- Powers of attorney
- Revocable trusts
- Irrevocable trusts
- Business entities
- Closely held stock
- 401(k) plans
- Traditional and ROTH IRAs
Jill also manages various fiduciary litigation and tax work, but her emphasis is on working hand in hand with clients and their heirs to develop and implement estate plans.
Jill understands that for clients, estate work is significant, and she makes every effort to ensure their comfort. She aims to form a connection with clients, and finds great satisfaction in helping them plan for the future with confidence.