Wealth Transfer & Succession Planning

There is no area of law where trust in your attorney matters more than estate planning.  The most effective attorneys in this area are proficient in tax law, understand the complexities of closely held businesses and intra-family dynamics, and embrace the spirit as well as the letter of their professional obligations.  Our accomplished wealth transfer & succession planning attorneys provide the knowledge, understanding and integrity required to create effective estate and business-succession plans.

We advise high-net-worth individuals, couples, families and their fiduciaries on the protection and management of assets, and we help provide the peace of mind and long-term security that enables our clients to focus on other important personal and professional goals. 

Practice Group Leadership

Gregg M. Simon, Chair
Gregory B. Mann, Vice Chair

Attorneys

Joseph D. Ament
Principal
Joseph D. Ament
Principal

Joe Ament is an accomplished tax and business lawyer, as well as a certified public accountant. He has extensive experience in financial, estate and income tax planning; business mergers and acquisitions; and entity structures, including corporations, partnerships and limited liability companies.

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Gary L. Auerbach
Special Counsel
Gary L. Auerbach
Special Counsel
With more than 30 years of experience in private practice, Gary Auerbach delivers knowledgeable, practical legal guidance in a broad range of corporate and commercial matters.
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Juli D. Gilliam
Associate
Juli D. Gilliam
Associate

Juli Gilliam advises clients who have the goal of transferring wealth and business interests in a tax efficient manner on tax planning and the integration of estate plans and corporate structures. Keeping their objectives in mind, Juli advises clients on developing strategies using gift, estate and generation-skipping transfer tax planning. She has experience in all aspects of estate and tax planning including the drafting and execution of sophisticated legal documents. 

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Gregory B. Mann
Principal
Gregory B. Mann
Principal

For more than 20 years, Greg Mann has helped clients preserve financial legacies.  As Vice Chair of the firm's Wealth Transfer & Succession Planning group, Greg counsels high-net worth individuals, family office administrators, business owners, entrepreneurs and investors on a broad range of estate planning matters.  He designs estate and gift tax plans, and succession planning strategies that promote asset protection and minimize gift, estate and generation-skipping taxes. Greg also administers probate estates, prepares gift and estate tax returns, and handles a variety of transactional and other matters for owners of closely held businesses.

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Kevin M. Noonan
Principal
Kevin M. Noonan
Principal

Kevin M. Noonan counsels individuals and families with respect to estate and gift planning, estate and trust administration, business succession issues and asset protection. Drawing on his training as an accountant, he provides guidance on the use of wills, trusts, life insurance and business entities to help clients preserve, protect and transfer assets in a manner that helps achieve short- and long-term objectives.

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Joel S. Polisky
Principal
Joel S. Polisky
Principal

Joel Polisky is a seasoned transactional lawyer who represents closely held businesses, often as general counsel, in connection with planning and implementing business strategies and a wide range of transactions, among them the disposition and acquisition of assets and entity structuring. His clients are engaged in a broad array of businesses, including manufacturing, retail, health care, and business and personal services.

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Neil B. Posner
Principal
Neil B. Posner
Principal

Neil Posner successfully counsels his clients on the complexities of buying and maintaining insurance, and using insurance as part of an overall risk-management program.  Co-chair of the firm's Policyholders' Insurance Coverage group, Neil focuses on insurance recovery and dispute resolution, risk management, loss prevention and cost containment. His clients include public and private companies, organizations, boards of directors, individual officers and other policyholders.

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Norman A. Shubert
Principal
Norman A. Shubert
Principal

Norm Shubert handles a wide range of commercial transactions for family and closely owned businesses, including tax and corporate planning and the sale and acquisition of businesses.

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Gregg M. Simon
Principal
Gregg M. Simon
Principal

Gregg Simon is a respected authority on estate and trust matters with nearly 30 years of experience in taxation and wealth preservation strategies.  Chair of the firm’s Wealth Transfer & Succession Planning group, Gregg represents individuals, families and  fiduciaries on estate planning, federal estate and gift taxation, generation-skipping transfer taxes, probate and trust administration.

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