Bill is a trusted adviser to individuals, families and businesses for a broad range of estate planning and administration matters. He guides clients in crafting comprehensive wealth plans tailored to their short- and long-term needs.

An experienced fiduciary litigator, Bill provides practical legal solutions for trust and estate administration, including minor guardianship matters. He represents clients serving as fiduciaries, trust and estate beneficiaries, claimants seeking to recover from estates and trusts, and trust companies in the management of high-net-worth trusts.

Known for a practical, steady approach, Bill prioritizes his clients’ peace of mind and helps clients protect what matters most while avoiding unnecessary conflict whenever possible.

Bill also assists clients in securing the benefits of moving to more tax-friendly jurisdictions. He is well-versed in guiding individuals and families on issues involving tax migration, integrating residency, tax, and estate considerations.