“I provide clients with a calming voice, a seasoned perspective and a practiced approach.”
Many clients come to Tom with legal issues that they just don’t understand. Tom has a knack for translating complex legal matters into a language the client can easily comprehend, which helps ease any uncertainty they might have. Once that’s accomplished, Tom and his client can get to work finding a solution. It’s this partnership that helps Tom represent the client most effectively, whether the issue at hand is estate planning, estate/trust administration, federal/state taxation, privacy and data security concerns, cyber security concerns or regulatory compliance.
Case Studies / Success Stories:
Tom received a call from a single Client with no children, an educator, who had substantial investments and real estate and wanted to provide for her ailing mother as well as for the education of her extended family. The Client had been diagnosed with cancer and the prognosis was dire. Tom visited with the Client and explained how a trust could provide for her ailing mother as well as the education of her extended family. Tom’s ability to quickly translate complex trust and estate planning matters into a language the Client could easily comprehend allowed the Client the peace of mind of knowing that her ailing mother and extended family had been provided for as she dealt with her final illness.
“Understanding the estate planning process can provide Clients the peace of mind to focus on the other challenges they face in life.”
Tom represented a Client in the financial services industry. The Client called Tom, in somewhat of a panic, and advised that an employee’s email account had been compromised. Tom worked with the Client to put an immediate protocol into place to address the cyber security incident. By working with the Client to provide an immediate, reasoned response to the cyber security incident, Tom was able to assist the Client in emerging from the event with little or no media attention and no significant harm to its reputation or loss of clients.
“Quick assessment of a cyber security incident, coupled with an understanding of the components of an immediate, appropriate response, can assist a Client in emerging from a potentially damaging cyber security incident with little or no media attention and no significant harm to its reputation or loss of clients.”