Rita has over twenty-five years of experience counseling individuals and families on all aspects of estate planning, including gift and estate tax reduction strategies, family business succession, planning with retirement assets, business entity organization and funding, utilizing trusts for control and creditor protection, reforming irrevocable trusts, and administering estates and trusts.
Numerous presentations to lawyers, financial planners, investment advisors, brokers, bar association groups, continuing legal education programs, law school classes, and social clubs.
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