Nancy is a member of the Trust, Estates and Succession Planning Practice Group. She assists clients in all matters relating to estate planning, succession planning, and trust administration. In addition to her legal experience, Nancy has also served as Chief Operating Officer for a large consumer electronics distributor and Vice President of Operations for a manufacturing company. She has also owned and operated an accounting and consulting business, credit reporting agency, and various retail stores. Her experience and familiarity with running a business provides her with in-depth knowledge of her business client’s needs.
Nancy Assists Clients With
- Business formation and growth planning
- Tax planning
- Acquisitions and sales
- Business reorganization and recapitalization
- Succession planning
- Estate planning including generational planning
- Reviewing and amending existing estate plans
- Drafting and revising contractual documents
