TESSA ASSISTS CLIENTS WITH TAX AND ESTATE PLANNING, BUSINESS SUCCESSION PLANNING, ESTATE AND TRUST ADMINISTRATION, AND ESTATE, GIFT, AND INCOME TAX CONTROVERSIES.
Tessa has a broad tax and estate planning practice. She helps clients plan for and manage tax-efficient transfers of wealth to future generations by designing comprehensive estate plans that meet each client’s unique goals, and by implementing those plans through advice regarding lifetime gifts and estate and trust administration. Tessa also advises clients regarding income tax and retirement planning, and represents taxpayers in federal and state income, gift, and estate tax controversies. Finally, Tessa regularly advises charitable organizations and individuals with charitable goals with respect to the formation and administration of public charities, private foundations, and charitable trusts.