Alex drafts estate plans, wills and revocable trusts, along with advanced planning documents including Grantor Retained Annuity Trusts, Spousal Lifetime Access Trusts, Irrevocable Life Insurance Trusts, and others. He also represents individuals and small businesses in state and federal tax disputes, advocates for clients in tax audits, and prepares gift, estate, and income tax returns.
Prior to joining Tarlow Breed Hart & Rodgers in 2022, Alex was an Associate with Lynch, Fink, Harrington & Gray, LLP in Boston; and an Associate with DeFranceschi & Klemm, P.C. in Boston.