Bio

Ann Burns client relationships center around a holistic understanding based on their needs and concerns. Ann believes that addressing both the legal and personal aspects of a client's situation is essential for success. "By understanding what motivates people and where their insecurities lie, I strive to provide solutions that resolve both tax and legal issues while also addressing personal concerns. My approach is to create an open and practical dialogue, helping clients articulate their needs and make informed decisions." One client shared, "I cannot adequately convey how important Ann is to our efforts and many of our clients." Representing multi-generational families of wealth across the country, Ann Burns excels in managing relationships with trustees and advisors, ensuring that a client's estate plans are financially sound and reflect their core personal values. Her adeptness at handling fiduciary controversies in state and federal courts is complemented by her reputation for clarity and sensitivity in addressing the unique interpersonal dynamics that often accompany estate planning.