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Our Team
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We are a team of
experienced attorneys
steeped in complex tax and estate planning solutions.
Our team is the combination of attorneys from top law schools, trained at AM Law 100 firms, where they worked on the most complex clients.
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Dana M. Foley
/
Founder + Partner
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Stephen C. Wallace, Jr.
/
Partner
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Christina M. Costa
/
Attorney
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Stephanie K. Candland
/
Attorney
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Alexis Blickman
/
Attorney
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Erica Osorio
/
Paralegal and Trust Officer
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Kimberly Carr
/
Legal Assistant
Understand how we are modernizing estate planning.
Law + Technology = the Best of Both Worlds
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