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WealthPLAN
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Skills
Role
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About
We focus our practice on all aspects of the trusts, estates and tax arena, so that we can offer our clients the most knowledgeable and highly specialized representation available. We handle the following services:
* Integrated Estate Planning
WealthPLAN combines traditional estate planning with wealth preservation techniques to preserve your wealth for your lifetime and for future generations.
* Trust and Estate Administration
WealthPLAN expedites the settlement of a decedents trust and/or estate.
* Trust and Estate Litigation
Disputes often arise during the administration of a trust or estate, and effective resolution demands legal counsel with significant experience in this highly specialized area of the law.
* Trust and Estate Litigation
WealthPLAN provides comprehensive tax planning and tax controversy representation.
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Services offered
Role
Administrative assistant
Accountant / bookkeeper
Salesperson
Marketer
Skills
Data entry
Word processing
Spreadsheets
Filing and organization
Work location
My customers travel to me