Patrick was great to work with. We had an unusual situation with our family and personal circumstances and he spent the time we needed to understand our options and make us feel comfortable about how to structure our estates. He is very thorough and thinks through all the possible options. Nothing cookie cutter about Patrick’s services. He also is not just into a one-time effort to create a document. His follow-up and holistic approach is refreshing. He cares about making sure that the plan is executed.

I have never seen a more comprehensive trust than this that appears to cover every possible occurrence, and some I have never considered before also. . .You obviously found someone who has done these trusts for high net worth and complicated situations. I am really impressed.


Financial Advisor

Patrick provided us with strategic opportunities for wealth preservation. His clarity of explanation and interactive skills gave us confidence during implementation. His process is systematic and tailored to our specific needs. We do not hesitate to recommend him.
Carol & Ray