“Kevin is very knowledgeable, he is technically sound and I am confident in his work product.”
— Chambers HNW 2023
Kevin Robertson focuses his practice on wealth planning for high-net-worth families, including the preparation and administration of trusts and estates, preparation of wills and powers of attorney, and business succession planning. He aims to accomplish his clients’ objectives while minimizing estate, gift and income tax consequences, and he negotiates with the IRS to resolve federal tax issues on behalf of individuals, estates and trusts.
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