Howard works closely with clients to understand their values and provide customized strategies that optimize asset protection while facilitating effective wealth transition to ensure their vision for future generations. He advises clients on asset protection planning, establishing charitable foundations, creating conservator and guardianships as needed, and planning for potential disability using trusts or other vehicles.

When working with business owners on a succession plan, Howard prepares business buy-sell agreements and cross-purchase trusts, as well as other types of arrangements for owners of closely held companies. Notably, his experience includes working with foreign trusts and frequently provides access to his network in the international banking community to realize client goals.

Leveraging sophisticated experience in tax law, Howard deciphers complex issues and structures and communicates in a way that anyone can understand. In addition, Howard’s genuine concern for – and sensitivity to – the emotional elements involved in estate and wealth planning allow him to deliver not only thoughtful, comprehensive legal counsel, but also to develop long-lasting relationships. In fact, many of Howard’s clients span decades, an indication of his total dedication and commitment to making their ambitions a reality.