Lucy develops personalized solutions to help her clients achieve their wealth and legacy planning goals. She enjoys distilling complex ideas to discuss planning opportunities with her clients and to illustrate the plans they have chosen to implement.
Lucy advises on a range of estate and trust related activity: ensuring plans appropriately reflect the family dynamic and unique assets, preserving wealth, administering estates and trusts, and resolving disputes. She also prepares prenuptial agreements, restructures existing trusts, uses nonjudicial settlement agreements, addresses cross-border planning issues, advises on retirement benefits, and helps to value closely-held companies.
Lucy has particular strength with numbers and modeling to help guide a client’s course of action. She uses this skill to estimate transfer taxes, project the financial impact of particular planning opportunities, and track trust transactions, intra-family loans, and annuity payments.
Lucy strives to truly understand her families’ interpersonal relationships. As a trusted adviser, her talent in capturing the family dynamic helps her develop plans that honor the family's values and desires. Her clients include individuals, multi-generation family groups, surviving spouses, and corporate and individual executors and trustees.