Heather is a tax lawyer focused on assisting high-net-worth individuals develop and implement tax-sensitive wealth preservation plans and business transactions. She also serves as outside corporate counsel for a variety of closely-held businesses, helping them to develop and transition their business.
Heather’s professional practice is focused in the following areas:
Estate and Wealth Preservation Planning
Business Succession Planning
Corporate and Partnership Law
Nonprofit Organizations Law
Trust and Estate Administration
Learning all I can about each client’s work, family and desired goals, I seek to develop a tax-efficient action plan that will fully address the client’s needs – taking into account the totality of their life. I recognize that some clients have a higher tolerance for complexity and others wish to accomplish as much as they can under a more streamlined structure. That said, I seek to provide sophisticated legal guidance using plain language, so that clients are adequately informed to make appropriate business decisions and can fully participate in the planning or transaction.
I am grateful to practice in in such an intellectually challenging and ever-changing area of the law, helping clients who are generally happy, successful and appreciative of my guidance. It is very satisfying to problem solve and draft documents that seek to preserve generational wealth, maintain family businesses and contribute back to our communities.