Advise on establishing subsidiaries. Experience in estate planning, administration, financial planning-domestic and international, and tax law. Over 25 years of experience in the planning and administration of estates and trusts. Domestic and International estate and individual tax planning. Extensive background in new business development.
Draft wills and trust instruments.
Reviewed over 800 current and 300 proposed wills and trusts instruments in which various banks were named in some fiduciary capacity. Administered over 250 estate and trust accounts. Settle foreign affairs and estates of U.S. non-residents. Prepare necessary tax documents and accountings. New Business Development Supervised local branch of Trust Department of major bank which became leading producer of new business over a two-year period.