Marjorie advises moderate- to high-net-worth individuals and families regarding their estate planning needs, working closely with clients to address personal, family, and business concerns as well opportunities to mitigate federal and state wealth transfer taxes. She also counsels public and private charities and corporate fiduciaries.
Recognizing that effective wealth transfer planning often involves complex legal concepts, Marjorie prioritizes her clients’ comprehension of their estate plans so that they can make informed decisions about their assets.
Marjorie’s experience includes:
New York
LL.M. in Taxation, New York University School of Law, 2015
J.D., New York University School of Law, 2012
B.A., with Honors, Washington University in St. Louis, 2007
Marjorie advises moderate- to high-net-worth individuals and families regarding their estate planning needs, working closely with clients to address personal, family, and business concerns as well opportunities to mitigate federal and state wealth transfer taxes. She also counsels public and private charities and corporate fiduciaries.
Recognizing that effective wealth transfer planning often involves complex legal concepts, Marjorie prioritizes her clients’ comprehension of their estate plans so that they can make informed decisions about their assets.
Marjorie’s experience includes:
New York
LL.M. in Taxation, New York University School of Law, 2015
J.D., New York University School of Law, 2012
B.A., with Honors, Washington University in St. Louis, 2007