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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
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Connect with an Advisor

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

Send an Inquiry