William Healey represents a wide range of clients in all facets of estate planning and estate administration with a primary focus on sophisticated wealth transfer planning. He provides services for families with special needs including elder law planning and special needs estate planning. In addition, Bill provides business succession planning for companies of all sizes and represents tax exempt charitable organizations and private foundations. Bill has a reputation as a trusted professional who implements tax efficient planning while helping his clients meet their personal and family goals.
Bill is a published author and frequent public speaker on various topics in estate, business and tax planning. Prior to joining CSG, Bill was an associate with Herrick, Feinstein LLP and Brach Eichler L.L.C. in New Jersey.
Managing Retirement Accounts and Assets (October/November 2016)
Estate Planning for Families with Special Needs (April 5, 2017)
Final Tax Bill Doubles Federal Exemption; Increase Warrants Review of Estate Planning Documents (December 2017)
Breaking News - New Jersey Estate Tax Repealed (October 2016)
Newly Enacted Uniform Trust Code Allows Modification of Irrevocable Trusts and Introduces Directed Trusts to New Jersey (July 2016)
In Low Interest Rate Environment Grantor Retained Annuity Trusts Remain Attractive (May 2016)
Rapid Growth Continues at Chiesa Shahinian & Giantomasi PC with Addition of Six Attorneys (April 25, 2016)