Michele Malis

High-net-worth estate planning and wealth preservation

Michele Malis guides high-net-worth entrepreneurial and family-business clients on sophisticated estate planning, wealth preservation and philanthropy. In particular, she advises them on estate and trust administration; income, estate, gift and generation-skipping transfer tax planning; closely held business planning; and other issues related to preserving and transmitting wealth within families. Michele also has extensive knowledge in the drafting and construction of wills and estates.