Liz is a board certified specialist in wills, trusts, and estates. She focuses in the areas of taxation, estate planning, and estate and trust administration.
She works with individuals and families to achieve their estate planning goals, including tax mitigation, wealth transfer, succession planning for closely held businesses, planning for young families, and philanthropy. Liz’s training as a certified public accountant enables her to develop customized gift, estate, and generation-skipping transfer tax plans using current estate planning methodologies.