The private client department at Day Pitney LLP offers a range of expertise across estate and transfer tax planning, business succession planning, trust and estate administration, and family office planning. The team has particular experience in cross-border planning, leveraging its international network to support clients with global assets. Tasha Dickinson, in West Palm Beach, is a key contact for family offices, and complex wealth preservation strategies. In Miami, Sarah Jacobson is recommended for her experience with clients based in Latin America, often advising clients regarding inbound investments in US real estate.
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Practice head
Tasha Dickinson; Sarah Jacobson; B. Dane Dudley