Marcie Charles is a shareholder in the Private Wealth Services practice in the firm’s Naples office. Marcie’s practice is focused on estate planning, estate and trust administration, tax and business succession planning.
Marcie assists clients in all aspects of estate planning, including drafting revocable and irrevocable trusts, marital agreements, developing gifting and charitable planning strategies, preparing federal gift, generation-skipping transfer and estate tax returns. Marcie also represents clients before the IRS in tax controversies and private letter ruling requests.
In addition, Marcie has extensive experience in corporate and business tax planning, having served as an attorney-advisor to the IRS Associate Chief Counsel for Corporate Taxation in Washington, D.C., and as a consultant to Fortune 500 companies when she was associated with the National Offices of PricewaterhouseCoopers and Ernst & Young. Marcie utilizes this technical experience to focus on developing customized estate plans that are efficient and aligned with the personal and business goals of her individual and family clients.