Melanie M. Plinio

Melanie M. Plinio focuses her practice on counseling clients in navigating the complexities of estate and trust tax planning. She assists in developing comprehensive estate plans and business succession plans for high-net-worth individuals and their families with the goal of preserving wealth on a tax efficient basis. To implement recommended initiatives, Melanie prepares fundamental estate planning documents as well as sophisticated wealth preservation vehicles and related entity formation and structuring documentation.

Concentrations

• Trust and estate planning
• Business succession planning
• Entity formation and structuring