Max Pristic

Max Pristic focuses his practice on estate planning, administration and related tax matters. He advises high net worth individuals and families on gift and estate tax planning, trust administration, wealth transfer planning and business succession planning. His practice includes drafting trusts and sophisticated estate planning instruments, advising clients with gift and estate tax controversies, as well as structuring and implementing tax-efficient lifetime gifts and administering decedents’ estates. Max also  provides a wide range of U.S. federal income and state and local tax planning services for clients.

Max also holds his Chartered Financial Analyst (CFA®) designation, which further enables him to provide comprehensive guidance to clients on their estate planning and wealth transfer planning needs.