Margo is a member of the firm’s Corporate Department and Trust, Estate Planning and Personal Wealth Practice Group. She supports and advises clients in the areas of estate and gift planning, estate administration, trust administration, succession planning, and tax matters.

Margo collaborates with individuals, families, and their advisors to implement sophisticated estate planning strategies aimed at optimizing both tax implications and broader objectives. Additionally, she represents fiduciaries throughout the entire estate and trust administration journey, from initiation to resolution and the final distribution of assets.