Paul J. Tilleman, Partner

Paul Tilleman is a partner in the firm's Estate, Trust & Wealth Preservation Practice Group. He is also a former member of the firm's Executive Committee and is the firm's technology partner. Paul has extensive experience in:

• Creating tax-efficient general estate plans and preparing wills, trusts, marital agreements, and powers of attorney to carry them out.
• Implementing sophisticated gift, estate, and generation-skipping transfer tax planning techniques to minimize the impact of taxes on transfers of wealth from generation to generation.
• Counseling owners of family and closely held businesses on succession planning and ownership structures designed to facilitate gift and estate planning transfers.
• Administering estates and trusts and advising personal representatives and trustees on fiduciary duties and income tax and accounting matters.
• Preparing and defending on audit federal and state estate tax, gift tax, and fiduciary income tax returns.
• Establishing and operating private foundations and donor-advised funds.