Wealth Management Expertise
Bob counsels high net worth individuals, fiduciaries and beneficiaries in wealth management matters, including:
- Developing estate plans for high net worth clients
- Preparing wills, lifetime directives and trust agreements
- Developing succession plans for closely held businesses
- Opening estates and overseeing the administration and distribution through closing of those estates
Bob gained experience as a summer associate with Faegre Baker Daniels. He developed a perspective on the civil and criminal judicial systems through internships with the U.S. Bankruptcy Court for the Southern District of Indiana and Marion County Superior Court.