Tax, Employee Benefits and Private Client

Partner - Corporate and Finance Transactions

Shannon Barks regularly represents clients in the following matters:

Planning for wealth preservation and preparation of estate planning documents Planning for and implementation of sophisticated tax reduction strategies Administration of complex estates and trusts Expert witness Charitable planning, creation and establishment of tax exempt organizations and private foundations Advise tax exempt organizations Business succession planning and tax planning for owners of closely held businesses Premarital and postmarital agreement planning Special needs trust planning Trust and estate litigation Estate related income tax planning