Sophisticated use of life insurance in the wealth transfer and charitable giving areas. I work as part of an integrated team with the clients CPA, Attnys, Investment and Business Managers providing tax efficient long term planning.
(310)268-2082 (310)268-2093 Fax
10474 Santa Monica Blvd Los Angeles, CA 90025-6930 -
MAP
Irrevocable Trust Deferred Compensation Qualified Retirement Business Succession
Closely Held Business (10+MM in sales) and High Net Worth Individuals (10MM+)
All Industries with expertise in Profesional Services, Technology, Manufacturing, Construction, Entertainment and Multi-Location Retail and Distribution.
