Beth Fox helps individuals and families utilize their assets to achieve their goals in a tax-efficient manner. Her practice includes sophisticated planning to leverage clients’ available estate/gift tax exemption, utilizing the alphabet soup of ILITs, GRATs, SLATs and CRUTs, as well as setting up intrafamily entities where appropriate.

With sensitivity towards individual goals, Beth strives to help clients provide for their families, protect their loved ones, and benefit valued charities through lifetime gifting and tailored revocable trusts structured to balance creditor protection, tax minimization, and beneficiary quality of life.

In addition to Beth’s extensive experience on the planning side, she also advises fiduciaries who are administering trusts and estates through all stages of trust, estate, and probate administration. She prepares complex federal and state estate tax returns and represents executors in probate court. Beth has developed significant experience addressing complex tax issues that arise during the estate planning process. Together with her colleagues, Beth has crafted Private Letter Ruling requests and obtained favorable rulings on behalf of individuals and fiduciaries.