Wendi leads Miller Thomson’s national Private Client Services Group, one of the largest and most prominent in the country. Wendi’s practice focuses on tax, mergers & acquisitions, business succession planning, trusts and estate planning. She has assisted numerous entrepreneurs in transferring their business to a new owner, to key employees or to family members. Wendi’s clients include private and family enterprises, large and small, ranging from professional service firms to construction, manufacturing and technology companies. In addition, Wendi has extensive experience in probate and estate administration. Wendi advises clients at all stages of the business life cycle, including incorporation and initial ownership structure, partnership and shareholder agreements, compensation issues including employee profit-sharing plans and stock options, acquisitions and divestitures, estate freezes and other restructuring. She prepares trusts and wills, powers of attorney and personal (health care) directives. She advises individuals on owning US property and planning for US citizens and US beneficiaries. Her approach to transactions is practical and multi-faceted, addressing the operational, regulatory, tax, succession and estate planning issues facing individuals and family enterprises.
Year Called to the Bar: