Meredith Bushnell advises high-net-worth individuals on estate planning and wealth management issues. Meredith’s clients include entrepreneurs, business owners, and real estate investors facing complex issues. She designs and implements wealth preservation and management strategies that mitigate income, estate, and generation-skipping transfer taxes, and limit risk to family assets.
Clients seek Meredith’s practical, experienced counsel with a wide range of estate planning and wealth management issues, including:
- Business succession planning
- Establishing and advising private foundations
- Administration of complex estates and trusts
She frequently counsels her clients on general business and family matters and is called upon to serve as an advisor to family law counsel in complex divorces.