Prior to joining the firm in 2018, Rich’s legal practice was focused on estate and tax planning, long term care planning, and estate and trust administration. At Wealthspire Advisors, he advises clients on their estate and tax planning needs, identifying possible strategies to transfer wealth efficiently and protect assets. Because of his background, Rich acts as the client’s estate planning consultant, translating complex legal documents like Wills and trusts so the client understands what the document achieves. He works with a client’s estate planning attorney to simplify the process for both the client and the client’s attorney. He also oversees the administration of trusts when a firm principal acts as individual trustee, helping the trustee monitor trust activity to ensure compliance with the trust provisions and applicable state law.
- Attorney at Rivkin Radler LLP
Education & Credentials
- BS, Northwestern University
- MBA, Baruch College
- JD, Brooklyn Law School