Bonnie’s practice focuses on wealth management planning for individuals. For over thirty years, she has worked in law firms, private banking groups and trust companies, providing advice on designing, structuring and implementing the most appropriate trust and estate strategies and vehicles to meet client goals.
Bonnie’s clients have included closely held business owners, trust and estate beneficiaries, cross border clients, special needs families and philanthropic institutions. Her approach is client-centric, recommending the most practical, workable and tax-efficient solutions appropriate for the client’s needs.
She is also experienced in wealth management issues, including income tax and retirement planning and the fiduciary obligations of investment advisors.
Bonnie’s outside activities include board memberships on theatre and arts organizations.
University of Miami, J.D. cum laude
Teachers College, Columbia University, M.A.
Connecticut College, A.B. cum laude