Tracy Costanzo is an associate in the Naples office of Harrison LLP and has over a decade of experience in estate and trust administration serving high-net-worth clients. 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.