Steven Goodwin has thirty years of experience advising banks, trust companies and other professional fiduciaries in the administration of complex estates and trusts resolving their complex challenges.
Entrepreneurs rely on Steve for his particular experience with the estate planning problems faced by business owners whose wealth is principally in non-liquid assets. Family businesses can have especially intricate challenges, and he prides himself on navigating both the personal and professional aspects of those issues. Where competing interests must be weighed, judged and dealt, Steve provides reasoned and impartial counsel. He advises clients on the intricacies of purchase and sale agreements, funded irrevocable life insurance trusts, charitable remainder and similar split interest vehicles. He represents clients before federal and state tax examiners and has an excellent reputation in the settlement of complex audits.
