Amelia Heath provides strategic wealth and business transfer and succession planning for high-net-worth individuals, families and business owners. She counsels a range of clients in estate planning, charitable gift planning, administration of trusts and estates, and formation of business entities to implement tax and non-tax planning. Amelia also advises tax-exempt organizations in various matters.
Practice Highlights- Advises clients in all aspects of wealth transfer
- Creates custom-tailored exit and succession plans for multigenerational family businesses
- Structures complex trusts to benefit multiple generations and implements funding strategies
- Represents clients in the administration of complex trusts and estates
- Advises high-net-worth clients regarding charitable giving options
- Structures traditional estate plans for high-net-worth individuals with taxable estates
- Advises clients regarding lifetime gifts of family business interests
- Creates new nonprofit organizations and prepares applications for tax exempt status