Wealth Preservation

Michael S. Mirone Joins Porzio's Wealth Preservation Group

12/3/2018 | News

On Monday, December 3, Michael S. Mirone joined Porzio, Bromberg & Newman, P.C., as counsel in the firm's Morristown, NJ office. Michael focuses his practice on Trusts and Estates and Tax law with an extensive background in wealth preservation.

 

Prior to joining the firm, Michael amassed over twenty years of expertise both in-house, at Summit Financial LLC, and within tax and trusts and estates departments of top NJ law firms. He counsels high-net-worth individuals on legal approaches for estate, gift, and income tax planning and related tax returns, drafting wills and trusts as well as managing estate and trust matters. Michael collaborates with his clients providing evaluation, design, and due diligence on comprehensive estate and wealth transfer planning, trust design and implementation, asset protection strategies, and philanthropy.

 

He also supports business owners by handling all aspects of wealth preservation including establishing succession planning strategies and successfully negotiating and drafting shareholder, operating, and employment agreements, and other vital contracts and documents. Michael additionally serves as a tactical business partner to financial advisors and guides them in the development of overall planning strategies and the development of roadmaps and action plans.

 

Michael earned his J.D. degree at Seton Hall University School of Law, an LL.M. from New York University School of Law, and a B.S. in business administration with an accounting concentration from Boston University Questrom School of Business. He is admitted to practice law in New Jersey and New York and is a member of the Estate Planning Council Of Northern New Jersey.