Attorney Biography
Bill helps clients to preserve wealth, while still enjoying the fruits of their labor, and to plan for and implement sound financial legacies. In particular, he works with clients to develop tailored, yet flexible, strategies that minimize adverse tax consequences and is adept at structuring trusts that provide for both current and future family needs. In addition, Bill assists clients who have chosen to split their time between Florida’s Gulf Coast and some other location to establish domicile in Florida and reap the benefits of Florida’s favorable wealth management laws without severing key ties with other jurisdictions. Bill also works with clients to develop charitable giving plans that not only achieve tax savings but also further the efforts and reach of civic organizations that offer so much to those they serve.
Bill draws on his years of experience in the trust banking field and in 30 years of private practice to advance client interests. For his efforts, he has been recognized by Florida Super Lawyers ® and has been Board Certified by The Florida Bar in the area of Estate Planning & Probate. Additionally, Bill is recognized by The Best Lawyers in America ®.
