Biography
Eric concentrates on estate and tax planning for wealthy individual clients and closely-held family businesses. He also spends a large amount of his time on the administration of decedents' estates, and has successfully handled several federal estate tax audits involving multimillion dollar estates. Eric has unique and specialized experience in the generation-skipping transfer tax area, and has devised several innovative strategies related to that tax.

Eric has substantial experience in other estate planning areas as well, including the creation of family partnerships, life insurance planning (e.g., the use of irrevocable life insurance trusts and split-dollar arrangements), charitable giving, and planning for qualified retirement benefits. Eric also has the ability to do individualized computer modeling, which is often essential to properly evaluate various estate planning options being considered by clients. Eric has been involved in trust litigation, representing both beneficiaries and fiduciaries in trust modification actions.