Dedicated to counseling individuals and families, Erin guides planning efforts for the efficient transfer of wealth from one generation to the next. She works through the labyrinth of federal and state tax laws that affect each client’s assets and communicates recommended strategies clearly, facilitating decision making when choosing the best ways to meet financial and personal goals. Additionally, Erin collaborates with clients to devise plans that minimize estate, gift, and generation-skipping transfer taxes.

From simple asset transfers to probating complex estates worth $50 million+, Erin helps her clients to organize and sort through the intricacies of what to do when a loved one passes away. Erin handles a significant number of probate, planning and administration matters for firm clients with ties to Florida. She works closely with them to navigate the complex Florida residency and homestead laws so that their estate plans dovetail properly with Florida homestead benefits.

Erin’s experience includes working in private practice and in a corporate setting. Her background includes advising on a wide variety of topics, including liability exposure, corporate compliance, contract drafting, corporate formation and more. These insights are foundational to her counsel of high-net-worth individuals, closely held businesses, family offices, corporate and individual fiduciaries.