Find the Best Integrated Wealth Transfer Planning Lawyers — Verified Attorney Directory
Browse 3 integrated wealth transfer planning attorneys across the United States. Review experience, bar admissions and client ratings side by side, narrow your shortlist by state, and reach out directly — every profile on LawyersListed is free to contact.
3 attorneys · Integrated Wealth Transfer Planning
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View profileJoseph’s practice is focused on working with and advising clients on estate planning matters. This involves asset transfers, estate taxation, generation-skipping taxes, gift taxes and charitable planning.
View profileJay is a Partner and a member of the Estate Planning Group. Jay works on a broad range of estate and tax related planning, from wills and revocable trusts to more complex planning involving irrevocable trusts, charitable gifts and business succession planning.
View profileSteve joined Mullen & Henzell in May 2013 from The Northern Trust Company, where he was the Senior Legal Counsel for the Western Region. Prior to Northern Trust, he was an Estate Planning/Tax Partner with Fell, Marking, Abkin, Montgomery, LLP, focusing on complex estate planning for high-net-worth clients.
Tax And Business PlanningIntegrated Wealth Transfer PlanningTrust AdministrationCharitable Gift PlanningCalifornia28 yrs experience