Bruce loves finding practical solutions to complex problems. Whether it involves structuring an estate plan to minimize estate taxes, exploring options to avoid a substantial tax bill upon a liquidity event, charting a succession plan for a family-owned business, or balancing the various interest in an estate plan for a blended family – Bruce will work diligently to resolve the issues in a practical and economical manner.
Bruce usings his experience as a CPA for 5 years and tax litigator to advise clients on personal income tax and estate tax issues. This experience allows him to bring a unique skill set to working with high-net worth clients that have complex tax issues. Bruce also has extensive experience advising beneficiaries and trustees regarding probate and trust issues.
Bruce aims to develop long-term client relationships, often assisting the same individuals and families for multiple generations. His clients appreciate his dedication to understanding their unique needs and family situations, ensuring that their customized plan meets their goals and objectives.
Since 1977, Robinson Waters & O’Dorisio, P.C. has committed to offering high-quality, personalized legal services for companies of all sizes.
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