Spencer Fane, LLP

About Us

Samuel has extensive experience in crafting estate plans tailored to the unique requirements of modern families. Some illustrative examples of these plans encompass provisions for children with special needs, strategies for bequeathing wealth to beneficiaries grappling with addiction, designing trusts that safeguard against potential creditors or divorce, planning for blended families, and structuring inheritances for non-US citizens with respect to property in the United States.

Samuel, a certified public accountant with two advanced degrees in taxation, has successfully implemented plans that reduce income, gift, estate, and generation-skipping transfer taxes in the context of succession planning for individuals and privately held businesses.

Samuel has been admitted to practice by the Arizona State Bar and the Illinois State Bar.