Services

Thoughtful succession planning is an essential component in sustaining the future viability of your family-owned company. Dom designs and implements multigenerational business succession plans and establishes structures to integrate future generations into your family business.

Philanthropy is not only beneficial for society, but also has potential tax benefits for the donor. Dom guides clients in supporting charities and establishing private foundations. He advises on tax-advantaged charitable giving techniques and prepares documents to implement philanthropic plans.

Personal representatives, trustees, guardians, and agents under powers of attorney are held to a high standard of care in their conduct. Dom counsels fiduciaries on the duties owed to beneficiaries to help ensure a smooth and efficient administration of trusts and estates. He guides fiduciaries on managing fiduciary and financial responsibilities, minimizing risk, and addressing governance issues.

Dom guides personal representatives and trustees in carrying out the terms of trusts and estates. He advises clients in the administration and settlement of estates, including probate proceedings and distribution of assets; provides counsel on fiduciary income and estate tax returns and asset valuation; advises trustees on funding and administering revocable and irrevocable trusts; and counsels on interpretation of trusts.

Dom assists individuals and families in preserving, managing, and transferring wealth while minimizing the tax on family legacies. Every situation is unique, and Dom takes into account the complexity of inheritance and family dynamics to create tailored and tax-efficient estate plans that address a client's specific needs. Dom provides a comprehensive, holistic, and empathetic estate planning approach that maximizes wealth transfer while also taking into account the uniqueness of each client and their family.

Controversies can arise during estate and trust administration. Although every effort is made to engage in estate planning and remediation to minimize friction points, Dom partners with litigators to represent clients in resolving conflicts involving trusts, wills, and estates when litigation is necessary. This includes representing fiduciaries and beneficiaries in claims for breach of fiduciary duty, trust administration disputes, and challenges to the interpretation or validity of estate planning documents. Dom is also experienced in negotiating with the Internal Revenue Service related to estate and gift tax reviews and audits.

Estate planning should not only address the transfer of wealth upon death, but also for what occurs if you are incapacitated and unable to tend to your affairs. Dom prepares powers of attorney and health care directives to provide for the orderly management of your affairs in such an event. If court involvement is necessary because such pre-planning did not occur or is otherwise ineffective, Dom counsels on guardianships and other protective proceedings for minors and incapacitated adults.

A premarital agreement helps to divide assets and limit liability in the event of a divorce. It can also make the process of dissolving a marriage more efficient. Dom counsels clients in drafting and negotiating premarital agreements to help protect you and your assets.

Dom is passionate about pro bono service. He collaborates with courts and non-profit organizations to provide free legal services to individuals who are economically disadvantaged. Dom actively seeks to address the unmet pro bono needs in our communities and insists that legal pro bono work be of equal quality to the work provided in billable cases.