Patrick’s experience includes working with numerous estates ranging from small nontaxable estates to very large and complex taxable estates. Patrick has been involved in the administration and supervision of these estates, probate and non-probate, from start to finish, including all income, gift and estate tax returns and important detailed work. The experience Patrick gained from the estate administration side also aides in the estate planning area of the practice, with valuable practical experience gained from handling all aspects of pre and post-mortem planning including guardianships, special needs trusts, and numerous advanced estate planning techniques. Since many of Patrick’s clients are closely held business owners, Patrick has also worked with many new and existing business ventures, helping in the structuring, business, tax planning and buy-outs.
Patrick is a current member of RD’s Executive Committee.