Phillip concentrates his practice on tax and wealth planning in Miami, advising ultra-high-net-worth individuals and families on transfer tax planning, business succession planning and charitable giving.

He prepares a broad range of estate planning documents including wills and revocable trusts, advanced vehicles such as irrevocable dynasty trusts, spousal lifetime access trusts (SLATs), grantor retained annuity trusts (GRATs) and charitable trusts. Phillip also counsels fiduciaries and beneficiaries on trust and estate administration and has experience negotiating and drafting premarital agreements.

His background includes cross-border tax research involving foreign trusts and investments, as well as trust and probate litigation in Florida state and federal courts.