Theresa M. H. Marx concentrates her practice in the areas of estate planning, estate and trust administration and income tax planning for individuals and closely held businesses.
Ms. Marx advises individuals on all aspects of their estate, disability and asset protection planning. In addition, Ms. Marx advises family groups on succession planning for their closely held businesses and other assets. She has extensive experience in the formation and reorganization of closely held corporations, partnerships and charitable organizations, and in the implementation of complex tax transactions. She also has considerable experience working with non-U.S. citizens and other individuals with international planning needs.