Overview

Margo is a member of the firm’s Corporate Department and Trust, Estate Planning and Personal Wealth Practice Group. She supports and advises clients in the areas of estate and gift planning, estate administration, trust administration, succession planning, and tax matters.

Margo collaborates with individuals, families, and their advisors to implement sophisticated estate planning strategies aimed at optimizing both tax implications and broader objectives. Additionally, she represents fiduciaries throughout the entire estate and trust administration journey, from initiation to resolution and the final distribution of assets.

Education

  • University of Miami School of Law  (LL.M., 2012)
  • St. Johnā€™s University School of Law  (J.D., 2010)
  • Brandeis University  (B.A., magna cum laude, 1998)

Bar Admissions

  • Florida
  • New York
  • New Jersey
  • U.S. District Court for the Southern District of New York
  • U.S. District Court for the Eastern District of New York

Professional Associations

  • Collier County Bar Association
  • Florida Bar Association