Prior to joining the firm, Aaron served as a tax associate for a wealth management company where they drafted both internal and client-facing whitepapers outlining common estate and trust planning and estate tax preparation issues such as choosing fiduciaries, efficiently documenting estate assets to facilitate a smooth state and federal estate tax filing, and year-end tax planning options. Additionally, Aaron prepared individual, trust, estate, and gift tax returns for high net worth clients. Aaron also drafted initial trust funding plans to ensure tax-efficient allocation of estate assets into testamentary trusts.
