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Eric is experienced in the design and execution of estate planning vehicles, including wills, insurance trusts, and sophisticated gifting techniques. He develops complex estate plans personalized for each client, and he provides insightful counseling regarding effective minimization of estate, gift, generation-skipping transfer, and income taxes. He also advises private foundations and public charities on operations and management.
With a diverse client base, Eric oversees a mix of intricate needs relating to taxes, trusts, and estates. Clients range from corporate executives and self-employed professionals to families with inherited wealth and the beneficiaries of estates and trusts. Eric has substantial knowledge in estate and trust administration in both New York and New Jersey.