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In summary, Mr. Curtis practices primarily in the areas of estate planning and administration, taxation, business planning, and retirement planning for clients in all ranges of wealth and complexity. Mr. Curtis devotes considerable time in advising clients on all consequences (both tax and non-tax) of transferring property from one person to another, during lifetime or at death. He assists in developing creative solutions to difficult family estate problems including drafting customized wills, trust arrangements, powers of attorney, healthcare powers and living wills, while minimizing federal and state taxes. In his practice, he has assisted thousands of clients with a range of overall wealth from under $1 million to those with significant wealth. | 