ABOUT US

Practice & Experience

Established in 1993, we are experts in the fields of estate planning, probate and estate administration, income tax planning and return prep.

Our office is dedicated to providing estate and family planning services with the highest level of expertise, compassion and sensitivity to all of our clients.

 

We have a checklist to assist you in gathering information that will help with the preparation of estate planning documents including wills, durable powers and trusts, as well as tax returns.

 

We pride ourselves in providing prompt and economical ways of getting your affairs in order.

Estate Planning &  Administration

AREAS OF EXPERTISE

Tax Return Preparation

Small Business Planning

OUR TEAM

davidalewis_attorneyatlaw.jpg

David A. Lewis

Attorney at Law

David A. Lewis graduated from the University of Notre Dame with a BA in accounting in 1982. He subsequently went to Seton Hall Law School and received his JD in 1985. David then went to New York University School of Law for his masters in taxation (LLM) in 1992.

 

David managed the tax department of Price Waterhouse from 1984-1988 and moved to work at the law offices of Richard E. Ingram as an associate. After working for a few years, David opened up his own practice specializing in estate planning and income taxes. 

davidalewis_attorney_tess.jpg

Tess Lewis

Office Manager
davidalewis_kevinlewis.jpg

Kevin Lewis

Legal Assistant
davidalewis_attorney_colleen.jpg

Colleen Healy

Paralegal