Practice Expertise

  • Estate, Trust & Wealth Preservation
  • Business Succession Planning
  • Charitable Planning
  •  

Areas of Practice

  • Business Succession Planning
  • Charitable Planning
  • Estate, Trust & Wealth Preservation
  •  

Profile

Estate guidance with detailed planning process

Rachel Loiacono represents individuals and families in estate planning and taxation matters. She advises clients on their personal, philanthropic and business planning needs, including:

  • Estate planning
  • Wealth preservation
  • Trust and estate administration
  • Various legal tax services

Increasingly complex tax rules and the variety of assets often found in clients’ portfolios demand an individualized approach to estate trust and estate planning. With this in mind, Rachel designs estate plans that leverage available tax planning opportunities while demonstrating a keen sensitivity to personal, business and charitable considerations. 

Bar Admissions

  • Florida
  • New Jersey

Education

  • University of Cincinnati (B.S., 2016)
  • University of Pittsburgh School of Law (J.D., 2019)
    • CALI Excellence for the Future Award in Corporate Tax at the University of Pittsburgh School of Law (2019)

Areas of Practice

  • Business Succession Planning
  • Charitable Planning
  • Estate, Trust & Wealth Preservation

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