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To safeguard the assets of individuals and their families, Warren draws on his extensive technical knowledge and familiarity with constantly changing tax laws. Beyond the "dollars and cents part," he offers a compassionate approach that takes into account the hopes, dreams, and intense emotions his clients experience while working through these highly sensitive matters.
Warren's compassion has earned him the confidence of a wide range of clients, a number of whom have named him an executor or trustee and many of whom are children or grandchildren of people he has counseled for decades. He also advises on the complex estate and tax planning issues that can attend his clients' marriages, regularly crafts prenuptial agreements, and assists matrimonial lawyers with the tax and estate planning aspects of divorce.
In addition, as same-sex marriage laws have taken effect around the country, Warren has become increasingly well-versed in the special—and frequently novel—legal issues emerging in the marriage agreements of LGBTQ couples.
Sometimes disputes arise among family members that cannot be resolved amicably. In these cases, Warren works closely with his colleagues to advise on these matters, bringing empathy and discretion to these challenging situations.