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.
