Christopher combines his legal and accounting experience to provide Trusts and Estates clients a comprehensive suite of private wealth, estate planning and tax services. His client-focused approach and sophisticated planning strategies help clients preserve, manage and transfer wealth.
Admitted to practice law in New York and Florida, Christopher works with clients who spend time in both states.
Christopher has deep experience with lifetime planning related to asset accumulation, estate and gift tax planning and the administration of estates and trusts for high net-worth clients. He recognizes each client’s situation is unique and tailors his approach to meet that situation. He drafts wills, establishes and advises about the administration of trusts, facilitates gifting, develops tax strategies, forms tax-exempt entities and for-profit businesses, transfers family wealth and plans business succession. He also represents estates in fiduciary capacity and advises clients with respect to related litigation matters.
Christopher also assists clients navigate aging as it relates to their estate plans and creates plans for children with disabilities. His clients rely on him to assist with grantor retained annuity trusts (GRATs), intentionally defective grantor trusts (IDGTs), spousal lifetime access trusts (SLATs) and qualified terminable interest property (QTIP) elections. He prepares fiduciary income tax, estate, gift and generation-skipping transfer tax returns. Christopher, a Certified Public Accountant, calculates allocation between credit shelter trusts and marital trusts, prepares private settlement agreements for irrevocable trusts and dissolves tax-exempt organizations at the state and federal level.
Christopher has a strong command of Spanish, allowing him to assist a wide variety of clients.