Experience

Patrick is a managing director in Citrin Cooperman’s Trust and Estates Practice and is based out of the New York City office. Patrick is an experienced professional with over nine years of experience in trusts and estates.

Patrick specializes in all areas of wealth transfer planning and compliance including estate, gift, and generation-skipping transfer tax planning, foreign trust reporting, fiduciary income tax, charitable planning, and fiduciary accounting. His clients include high net worth individuals and corporate executives across various industries.

Prior to joining Citrin Cooperman, Patrick worked at one of the largest accounting firms in the United States for five years and at a small, local firm before that.