Aimee is trusted by high-net-worth families to strategically manage their most important asset: Their legacies.

Friendly, approachable and up to date on the latest legal and financial trends, Aimee is the type of attorney who makes high-stakes decisions feel manageable. She helps her clients strategically maximize business opportunities while minimizing tax exposure. She is skilled in all aspects of estate planning and wealth management, including trust creation, implementation and administration, and is well versed in income, estate, gift and generation-skipping taxes. She often crafts wills, trusts, prenuptial and other agreements — all while explaining complicated legal and financial concepts in ways that actually make sense.

For many high-net worth clients, Aimee assists with the creation, implementation and restructuring of family offices: A private company established for investments and wealth management. She understands how to navigate the often-complex dynamics that arise in such families, particularly when multiple generations are involved, and helps them with asset protection planning. She often assists with a variety of unique legal issues as it relates to individual members of the family, investigating fraud allegations, preparing purchase and sales agreements, drafting egg donor agreements and crafting surrogate agreements. She also negotiates promissory notes and advises on how and when they should be repaid.

Clients who divide their time between Florida and other states rely on Aimee to provide tailored tax and wealth planning advice. She’s skilled at helping families establish their domicile in Florida and regularly overhauls estate plans that were developed in other states to limit state income tax exposure and secure significant savings.

Aimee’s experience extends to probate matters, where she represents beneficiaries, fiduciaries, trustees and creditors. She often administers trusts, overseeing distributions, accountings and other duties.

Aimee also helps musicians, actors, writers and other creative artists address the unique estate planning issues at play in the entertainment sector, protecting the value of their creative legacies. She works with our Entertainment & Sports Law practice on the purchase and sale of intellectual property and royalty rights.

Beyond wealth planning, Aimee has extensive experience with complex corporate, nonprofit and tax compliance matters. She often works directly with her client’s financial advisors, institutions, accountants and other professionals.