T & E Lawyer and succession planner in MA

Hi all,

I am a fourth generation lawyer who handles complex trusts and estates issues for owners of family businesses, art collections, legacy real estate and other illiquid and not easily monetized assets. Because my clients are looking at very long (decades) range planning, and because they are dealing with two uncertainties (personal financial security and ownership control of the asset) I use a modified version of scenario planning with my clients.

I have been playing around with FL as a means of both analysis of multiple trends and as a way of developing customized strategic plans.

Matt. Erskine