Practice Expertise
- Estate, Trust & Wealth Preservation
- Business Succession Planning
- Charitable Planning
Areas of Practice
- Business Succession Planning
- Charitable Planning
- Estate, Trust & Wealth Preservation
Profile
Estate guidance with detailed planning process
Rachel Loiacono represents individuals and families in estate planning and taxation matters. She advises clients on their personal, philanthropic and business planning needs, including:
- Estate planning
- Wealth preservation
- Trust and estate administration
- Various legal tax services
Increasingly complex tax rules and the variety of assets often found in clients’ portfolios demand an individualized approach to estate trust and estate planning. With this in mind, Rachel designs estate plans that leverage available tax planning opportunities while demonstrating a keen sensitivity to personal, business and charitable considerations.
Bar Admissions
- Florida
- New Jersey
Education
- University of Cincinnati (B.S., 2016)
- University of Pittsburgh School of Law (J.D., 2019)
- CALI Excellence for the Future Award in Corporate Tax at the University of Pittsburgh School of Law (2019)
Areas of Practice
- Business Succession Planning
- Charitable Planning
- Estate, Trust & Wealth Preservation