A partner in the Estate & Trust Practice Group, Staci’s practice focuses on helping clients with estate planning and trust and estate administration. She has extensive experience working with both individual and institutional clients, having handled matters ranging from basic wills to special needs trusts, GRATs and ILITs.
Understanding that each trust and estate matter encompasses unique circumstances, Staci works to understand her client’s objectives at the outset, from managing complex family dynamics to analyzing assets to identifying potential estate tax issues. She has guided clients through a variety of wealth transfer, planning and preservation procedures, including building business succession plans and establishing family foundations and family limited partnerships. She also has worked with clients to handle elder law issues including advanced health care directives, guardian and conservator appointments and incapacity planning. She also has handled a wide range of special needs trusts cases, including establishing multiple special needs trusts for children and families who have received settlements as a result of medical malpractice lawsuits, advising on not only the formation of the trust, but also offering ongoing counsel to the trustee. In addition, she counsels a number of charitable and tax-exempt organizations on issues ranging from fiduciary duties to tax law, routinely assisting individual and corporate fiduciaries with estate and tax administration, including preparing estate tax returns and fiduciary income tax returns, post-mortem tax planning and providing counsel throughout the probate process.
Staci’s practice also extends into trust and estate litigation, where she has handled an array of will contests, will construction actions and breach of fiduciary duty matters. She has experience working with a wide variety of local, regional and national financial institutions, and is adept at drilling down to the heart of a dispute to pave the way for efficient resolutions.