Practice Areas
A national-level perspective on financial and business systems, accessible to the everyday legal needs of local families, businesses, and organizations.
Financial Law — Banking, Trusts, Estates, Tax
Counsel for individuals, families, and fiduciaries to navigate the systems that hold and govern your money.
- Wills & trusts — planning, drafting, reviewing, and updating core estate planning documents
- Tax & beneficiary planning — structuring accounts and beneficiary designations
- Financial fraud & exploitation — protecting people targeted by financial fraud or undue influence
- Powers of attorney & advance medical directives — planning ahead for incapacity
- Trust & estate administration — guidance on managing legal requirements and financial and tax issues
- Fiduciary duties — advice on the legal obligations of serving as executor, trustee, or administrator
Compliance, Ethics & Integrity Investigations
Counsel for businesses and organizations focusing on ethics and compliance matters, with particular depth in workplace investigations, internal controls, and banking and financial regulations.
- Ethics & internal controls — building or strengthening governance and compliance programs
- Independent reporting — serve as an external channel for reporting of concerns
- Banking & financial regulation — advising on regulatory requirements such as anti-money laundering, know your customer, and safety and soundness
- Workplace investigations — HR complaints, EEO matters, and internal fraud investigations
- Federal employees — select counsel for subjects or witnesses in Inspector General and ethics matters