Her practice is focused on estate planning for high net worth clients, clients with complex family structures and/or complex assets, international and cross-jurisdictional planning and irrevocable trust and tax planning. She also manages multi-faced trust administration and probate matters and advises clients on charitable giving, including the negotiation and drafting of gift agreements.
Amy counsels individual clients, married spouses, registered domestic partners and legally unrelated life partners as well as multiple generations of families in all aspects of estate planning, including wealth transfer, estate tax freezing techniques, generation-skipping transfer tax planning, income tax planning, charitable giving and disposition of retirement assets.
At her prior firm, Amy had primary responsibility for designing and drafting irrevocable inter vivos trusts, including grantor retained annuity trusts, charitable split-interest trusts, irrevocable life insurance trusts, and intentionally defective grantor trusts, as well as primary responsibility for drafting revocable trust plans for clients with taxable estates, clients with blended families and those plans involving generation-skipping transfers, distinct community property and separate property trusts, Qualified Domestic Trusts, and assets situated outside the United States. Before earning her Master of Laws in Taxation in 2010, Amy practiced as a business litigator for ten years, with particular emphasis on trust and fiduciary litigation and real estate litigation.