Trust & Estate Planning Specialist
Advice, Planning & Fiduciary Services Team | Neuberger Wealth About the Team The Advice, Planning & Fiduciary Services Team at Neuberger Wealth is comprised of in-house tax, trust and estate attorneys, certified financial planners, and fiduciary specialists — 34 professionals in total. Together, the team advises clients on estate planning, tax planning, life insurance, philanthropy, and wealth education. Additionally, the team caters to the trust administration needs of...
- Valuation
- Taxation