Rick also advises closely held businesses and their owners on a variety of tax and succession planning issues, and individual clients on gifting strategies and prenuptial and postnuptial agreements.
In providing legal counsel, Rick uses his more than 40 years’ experience to maximize wealth protection, minimize taxes and administrative expenses and avoid family disputes when possible.
Rick has frequently lectured to various continuing legal education and professional groups, has served on the editorial boards of several estate planning and retirement planning newsletters, and has appeared on National Public Radio’s All Things Considered where he discussed the changing world of women and its effect on estate planning. Just after joining the firm, Rick was interviewed and quoted by for the Law Column of the Wall Street Journal regarding the shift of the estate planning practice from full-service firms to boutique firms like Harrison & Held, which focus in the estate planning and trust and estates area.
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