Our firm’s greatest asset is the people that work and interact in the practice. The primary attorney is Daniel I. Ward, a tax and estate practitioner with over twenty years in the field. Mr. Ward has carved out a career of assisting clients with their individual and businesses needs by going the extra mile for them. With an economics degree from the University of Pennsylvania, a Juris Doctorate with tax honors from Rutgers University School of Law and a Masters in Tax (LL.M) from New York University, Mr. Ward has the credentials to match his experience in the field.
The staff at our New Jersey office has over thirty-six years of experience and expertise in the areas of accounting, estate administration and personal planning. The paralegals, Michelle Parker and Nicole Lickfield, are recognized for their ability to relate and assist the most difficult clients in the most complex of legal matters. They constantly update their understanding of the law through seminars and reading, and have developed a level of sophistication in the planning area that is rare in a typical law firm.
In addition to the legal expertise, we have developed a wide range of contacts within the financial and planning field. From financial advisors to accountants, insurance agents to bankers, our law firm has been able to provide key references for clients that will allow us to meet their goals and achieve the results they are seeking.