Biography
Nate works with high-net-worth individuals and families to design and implement tailored estate plans.
He helps clients meet their wealth preservation goals through wills, trusts and other estate planning measures. Nate gives strategic legal advice on:
- Wealth transfer planning
- Estate taxes
- Gift taxes
- Generation-skipping transfer taxes
Nate also guides clients through philanthropic endeavors, assisting with the formation, administration and governance of charitable entities, working to align charitable structures with their long-term goals.
Before Fox Rothschild
Nate joined us from a global law firm where he was an associate in the Private Client & Wealth Management practice group. During law school, Nate externed with the Honorable John Robert Blakey of the U.S. District Court for the Northern District of Illinois.
Prior to entering the legal profession, Nate worked in wealth management for a global investment firm and in Deloitte’s Audit & Assurance group
Bar Admissions
- Illinois
- South Carolina
Education
- University of Notre Dame Law School (J.D., cum laude, 2022)
- University of Notre Dame (B.B.A., cum laude, 2017)
Memberships
- American College of Trust and Estate Counsel
- Southeast Fellows Institute
- Horizons For Youth, Young Professionals Committee Member
- Andean Health & Development, Advisory Board and Governance Committee Member
