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Insights by Natalie Annis

Natalie C. Annis is an estate planning attorney and partner in the firm’s Estates & Trusts and Private Client Services Practices. She educates clients on detailed and complex estate planning matters in a straightforward and practical manner to develop an estate plan to preserve the family wealth and thoughtfully transition the wealth to the desired beneficiaries. Through this process, Natalie and her clients work together to create and implement a comprehensive strategy to achieve the client’s specific and unique estate planning goals. After the death of an individual, Natalie advises personal representatives, trustees, and beneficiaries on postmortem planning and related tax strategies, as well as ongoing estate and trust administration matters.

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