Kevin counsels individuals and families on all aspects of estate planning, including probate avoidance, tax planning, asset protection, wealth transfer planning, business succession planning, charitable giving, and wealth preservation. Kevin develops and implements estate planning, tax and asset protection strategies specific to each client to help meet each client’s financial and familial objections.
Kevin represents fiduciaries and beneficiaries in all phases of probate and trust administration and litigation. His probate litigation experience includes representing fiduciaries and beneficiaries in will and trust contests for lack of testamentary capacity and undue influence, and breach of fiduciary duty claims.
Kevin also represents entrepreneurs and closely-held businesses on a broad range of business matters, including entity structuring and formation, business transactions and succession planning, and drafting and negotiating contracts, such as buy-sell agreements, operating agreements, and shareholder agreements.