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Mordy Lipkis

“Moshe was able to navigate the family dynamics and sensitivities of the various family members with great patience and finesse.

Moshe has worked with our family to craft estate plans for three generations. His work is both creative and impressive from an estate planning and a tax perspective. Equally important, Moshe was able to navigate the family dynamics and sensitivities of the various family members with great patience and finesse. Every participant, regardless of their age, felt that they had been treated fairly and with respect—not an easy thing to do!

Mordy Lipkis
President of Shushana Company

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