Call Us Today! (702) 588-4727

Estate Planning & Guardianship

Estate Planning & Trust Administration Services

Wittman Capital Management’s estate planning and trust administration professionals work with you to help you through the complex process of wealth transfer including:

  • Asset identification, collection, valuation and management
  • Probate estate and trust administration
  • Tax and legal strategies with corporate trustees to develop and to minimize all types of taxes — (federal estate, generation skipping and income)
  • Preparation of all required inventories and accountings
  • Distribution of assets in accordance with the investment policy and estate plan

Request a Call Back

Would you like to speak to one of our financial advisors over the phone? Just submit your details and we’ll be in touch shortly, or call (702) 588-4727 between 8:00 am and 4:30 pm Monday to Friday — we would be delighted to speak.

Note: Your details are kept strictly confidential as per our Privacy Policy.

Connect with an Advisor

Send an inquiry below and we will respond within 24 hours.

Connect with an Advisor

Call us at 702-588-4727 or send an inquiry and we will respond within 24 hours.

Send an Inquiry