Attorney & Counselor at Law
Marc practices law with one very specific goal in mind: to help other parents, like himself, protect and provide for their children, no matter what. To accomplish this, he designs estate plans that not only pass on financial assets, but that also preserve family legacies (including intangible assets such as wisdom, values, and stories) which empowers his clients and their families to build and transfer real wealth from generation to generation.
Client Service Director
Plan Drafting Coordinator
Laney has over 20 years’ experience in the estate planning industry. After managing an estate planning law firm for 12 years, she continued on to train law firm teams across the country in estate planning processes, hiring and team building, all while starting two successful businesses of her own. She has been the firm’s Drafting Coordinator for over 10 years.
Trust Funding Coordinator
Since 2005 (and after 20 years as a practicing attorney and civil litigator), Bari has been developing expertise in trust funding by working with estate planning attorneys and their clients across the United States. As the firm’s Funding Coordinator, Bari helps review and organize clients’ asset information, and she works closely with the team to ensure client’s trusts are properly funded so their estate plans will always work as intended no matter what.