Margo assists and counsels clients in the areas of estate and gift planning, estate administration, trust administration, succession planning, and tax.
Admitted to practice law in Florida, New York, and New Jersey, Margo works with individuals, families, and their advisers to implement sophisticated estate planning strategies to help optimize both tax and non-tax objectives. In addition, Margo represents fiduciaries in all aspects of the estate administration and trust administration process, from onset until settlement and the complete distribution of assets.
Margo values communication, attention to detail, diligent work ethic, focus, enthusiasm, and follow up with her clients that is instrumental to successful relationships, progress, and results.
Prior to joining the firm, Margo was an associate in the Boca Raton office of a large international law firm based in New York City, with more than a decade of experience helping her clients navigate the estate planning, trust administration, and estate administration process.
Margo earned her J.D. from St. John's University School of Law and her LL.M. in estate planning from the Heckerling Graduate Program in Estate Planning at the University of Miami School of Law. She earned her B.A., magna cum laude, from Brandeis University.