Executors & Trustees
First, know your clients, then meet your clients’ basic compliance needs. While compliance work is, in fact, often our first contact with individuals, we do try to build on that relationship. We address issues that arise in the normal course of our business. We listen to our clients’ cares and concerns. It’s not just about saving taxes – it’s about building for the future.
Our knowledge and experience are based upon applying education at the fundamental levels of work itself. We build from that foundation. We don’t just draw the bridge, we can help construct it, also.
The combination of education, experience, and personal interaction has led to many clients requesting long term assistance of us as trustees and/or executors of their estates. We are well qualified to do so, either individually or in conjunction with other family members or professional advisors. We work closely with a broad base of attorneys, investment counsel, bankers, custodians, and other professionals to ensure that family needs are provided for and competently handled on a cost-effective basis.
Another Walter & Shuffain advantage: Our clients are people, not just a number on the computer system.