Also, as you may well know, assisting clients through an initial estate or trust administration matter may serve as just the beginning. The ongoing coordination of estate or trust accounting, asset allocation, tax preparation, business operation, etc., is also in need. I have considerable experience in all those areas.
Perhaps most importantly, I relish collaborating with all professionals in these various fields. The collaboration of a team of professionals all serving a client is a point of pride.
In cases where a professional or client is looking to fill roles for the various service areas, I have also built many significant professionals that I can recommend or incorporate into a collaborative team.
Please feel free to contact me directly at your convenience to discuss ideas for a working relationship.
I am more than happy to answer any questions as well. I respectfully thank you for your time and consideration.