Dirk Simpson

Dirk M. Simpson advises business owners, executives, investors, professionals, and high-net-worth individuals and families in connection with estate planning, complex tax and administration issues relating to inter-generational wealth transfer, asset protection planning, charitable planning, and the structuring and transitioning of closely held businesses.

Client Experience

-Clients looking to develop customized estate plans that integrate their vision values with proactive estate and income tax planning.

-Executors and trustees requiring experience and guidance to navigate challenging family dynamics.

-Executors and trustees administering estates and trusts involving closely-held businesses and those with significant real estate holdings.

Business owners and entrepreneurs looking to grow and protect their company and personal assets, with a focus on business exit planning Shareholders and partners requiring independent individual counsel for resolving differences in situations involving conflicts of interest.