Rich primarily concentrates his practice on estate planning, probate estate and trust administration, wealth preservation and asset-protection strategies, wealth-transfer and business-succession planning, private foundations, and charitable giving. He also advises clients on estate, gift, and generation-skipping transfer-tax issues.
Rich has extensive experience in drafting and implementing wills, revocable and irrevocable trusts, family holding companies, grantor trusts, residence trusts, private family foundations, and charitable remainder and lead trusts for his clients and for other professionals in the accounting, financial planning, and legal fields. He has vast experience counseling and planning for situations involving a broad range of personal and family needs and intentions.
Rich represents middle-income and high-net-worth individuals and families, closely held business owners, and publicly traded company executives. He also represents individual and corporate executors and trustees in estate and trust administration matters, as well as beneficiaries of estates and trusts.
Rich also routinely handles general corporate and business law matters involving the sale and purchase of businesses and business interests, the implementation of recapitalization and buy-sell planning, the development and management of corporate governance policies and procedures, the preparation of shareholder and operating agreements, and the guidance of directors and officers. He works closely with clients on corporate and tax matters, ranging from choices of business structure and operation issues to the succession, transfer, sale, and liquidation of businesses.