Affiliations and Professional Associations
WealthCounsel Member
WealthCounsel, LLC, is the nation's premier community of estate planning attorneys. Its membership includes over 1,000 law firms across the country
WealthCounsel provides its members a collegial platform for the collaborative exchange of expertise. According to Lew Dymond, a WealthCounsel principal and former CEO, "Membership in WealthCounsel represents a commitment to a client-centric approach to estate planning founded on principles of competence, collaboration, and a meaningful sense of professional community."
As members, our firm has access to the knowledge, expertise and assistance of estate planning attorneys from virtually every specialty and jurisdiction. That reach is especially important now, when so many people have far flung families and complex estates.
National Association of Certified Valuation Analysts
NACVA supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines. NACVA training includes Continuing Professional Education (CPE) credit and is available to both members and non-members.