Tracy M. Costanzo Joins Harrison LLP’s Naples Office as Associate

Harrison LLP welcomes associate Tracy M. Costanzo to the Naples office. 

Tracy joins Harrison with over 10 years of expertise in estate and trust administration, specializing in high-net-worth individuals. Her contributions focus on preparing Form 706 returns and administering estates and trusts from intake through final distribution. She is committed to ensuring seamless processes and compliance, leveraging proficiency in estate and gift taxation to address client needs effectively. 

Tracy’s previous roles have honed her skills in advanced estate planning, including drafting complex trusts and documents such as GRATs, QPRTs, and gifting structures. With a collaborative approach, she facilitates the retitling of assets into trusts or entities and assists in establishing family limited partnerships and LLCs. Her goal is to deliver accurate, tailored fiduciary solutions that align with clients' legacy and financial objectives. 


About Harrison LLP     

Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal counsel. Founded in 2003, the firm advises fiduciaries, families, and family offices on tax matters, asset structuring, and succession planning.