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Melissa focuses her practice on sophisticated estate tax planning for high net worth individuals and families. Her practice includes advising clients on succession planning matters, complex tax administration issues related to wealth transfers, and intergenerational transitions of closely held family businesses, tailored to create tax-efficient estate plans. As a result, Melissa serves as an adviser to multiple generations of family members, working to ensure a seamless transition of family wealth and legacy. Additionally, she represents fiduciaries in the administration of complex estates and trusts. With extensive experience in the area of charitable planning, she regularly assists clients in establishing and administering substantial private family foundations. Melissa is a frequent lecturer and panelist at legal conferences and events, addressing a range of sophisticated estate planning and tax issues, as well as charitable giving.
Wharton Doctoral programs cover fields like Finance, Marketing, Management, and Operations, Information and Decisions.