Tim has over 20 years of experience helping clients with estate planning, probate, estate and trust administration, estate and income tax planning, and asset protection needs. He also handles charitable planning and marital agreements. He is a trusted advisor for high-net worth business owners and executives and works closely with them to provide effective, customized solutions for all of their estate planning needs. He enjoys educating his clients and boiling down complex issues into something that they fully understand.
In addition to two decades of experience working with clients, Tim has both a law degree and a masters in taxation which he draws on to ensure that his clients’ assets are transferred to the right people in the most tax-efficient and protected way possible.