Trusts & Estates
Attract, Engage, and Work with Families with Taxable Estates and Their Advisors
By: Joseph J. Strazzeri, Esq. and Stephen J. Mancini, Esq.
With attention to process, dedication to deeper counseling, consistency of approach, and reverence for partnering with clients and other advisors, we have found these engagements to be pleasurable on many levels and incredibly rewarding. Below is a summary of the three areas of Counseling, Practice Management, and Case Studies, that seem to cause success, have addressed the concerns, and should be considered by practitioners interested in the Families with Taxable Estates market.
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