Thomas works closely with high-net-worth individuals, families, and their professional teams to implement the best estate tax planning strategies for their needs.
Thomas assists clients nationwide with estate planning, including the creation of basic documents (e.g., revocable trusts, wills, powers of attorney, etc.) and complex estate tax planning vehicles (e.g., defective irrevocable trusts, life insurance trusts, etc.). His primary focus is working with high-net-worth families to assist in maximizing the use of gift tax and generation skipping transfer tax (GST) exemptions, including gifts and sales to irrevocable trusts.
With a practice area heavily focused on long-term relationships, Thomas will counsel with each client to determine the best techniques and strategies to meet their unique needs and goals. He values getting to know personally not only the clients, but also their families and professional advisory teams. Thomas understands that complex estate planning requires a high level of trust between clients and their attorney, and his top priority is to build that trust.
Known as a thoughtful, attentive, highly responsive professional, Thomas brings a code of loyalty and dependability to his work. Clients know they can trust his judgement to look out for their best interests as they plan for their family’s future.