Michael Sly advises high-net-worth clients on estate, gift, and income tax planning strategies to protect assets and transfer wealth efficiently. He translates each client's goals and unique family dynamics into comprehensive estate plans, including revocable living trusts, healthcare directives, and powers of attorney. He also advises on real estate transfers to avoid probate, protect against liability, and plan for property taxes. For taxable estates, he assists with complex structures, such as grantor retained annuity trusts (GRATs), intentionally defective grantor trusts (IDGTs), and irrevocable life insurance trusts (ILITs).

Michael also handles estate administration, including trust administration and probate proceedings.