Bio

The recipient of dozens of honors and recognitions from prominent organizations, including the prestigious American College of Trust and Estate Counsel, Carl Dufendach counsels a wide range of clients on issues involved in estate and trust planning and administration, tax and general corporate matters. Carl listens closely to his clients, cultivates strong relationships and helps them solve their problems, seize opportunities and reach their objectives. This includes everything from basic estate planning and guardianships to tax-saving trust arrangements, charitable gifts, trusts, foundations and supporting organizations and sophisticated transfer and succession strategies. While Carl brings to his practice a storied history of 40-plus years serving clients, he also stays abreast of the ever-evolving legal and business landscapes and applies the very latest innovations and strategies. This unique confluence of time-tested experience and cutting-edge, tactical thinking and application allows him to give clients a different way of looking at a problem they encounter and consider the various options he recommends. He gains a lot of satisfaction when one of his suggestions rings true to them, and they say, “This solves my dilemma,” “What a great idea” or “This sounds like a good solution.” A trusted family counselor and a business advisor, Carl is highly regarded as the person to go to for caring, competent, creative and cost-effective solutions to the estate, succession and tax challenges facing individuals, families and closely held businesses, always performed in a timely manner with sensitivity to the client’s core concerns.