Samantha focuses her practice in the areas of estate planning, estate and gift taxation, wealth preservation, and trust and estate administration. She creates personalized estate plans that are tailored toward each client’s family, financial and business goals.
Samantha works with clients to prepare and execute various estate planning documents such as wills, revocable and irrevocable trusts, health care proxies and powers of attorney. She often utilizes life insurance trusts, charitable remainder trusts and other trusts designed to save estate taxes. She also advises clients on various business planning matters including estate and succession planning for family or closely-held business owners.