Ms. Newkirk assists clients in the development of lifetime planning of specific needs including financial (real estate and investments), tax, estate, charitable, and business. She prepares analysis and recommendations on estate, gift and generation-skipping transfer tax issues, including development of complex estate plans. She advises business clients and high net-worth clients on issues regarding asset management and financial planning. She assists businesses, trusts and families on the administration of family wealth, including their trusts and business entities.
