Mary is an executive at a technology company that went public recently. She holds an array of equity positions in the company: founders stock, non-qualified stock options (NQSOs), incentive stock options (ISOs), and RSUs.

Bill’s wife of many years died, and it was necessary to attend to a variety of estate planning, gifting, and investment issues.

Some of our clients had estate plans that mandated the funding of a bypass trust when the first spouse dies.

Rebecca is a venture capitalist with a high income who works in both the United States and a foreign country.

Jill was successful at a Silicon Valley technology company, and retired at age 55 with a $5 million IRA.

Sally and John retired with $10 million in assets from their work in technology. They need these assets to sustain them for the rest of their lives.