Planning for Clients with Special Needs

Date: Tuesday, September 24, 2019
Time: 6:00pm - 8:00pm
Location: Walter's Restaurant - 310 Yale Ave, Claremont CA
Speaker: Phillip Roitman, J.D., LL.M. (Taxation)

Phillip Roitman, Esq., emphasizes his practice to estate and wealth transfer planning, probate and trust administration, planning for clients with disabilities and special needs, business succession planning, and income tax planning.  Phil works with families, business owners, executives, and other high net workth individuals to identify their financial and estate planning goas, and focuses on protecting the value of their assets.

Phil received his undergraduate degree from Brooklyn College and his Masters of Science degree from the University of Massachusetts.  He received his law degree from the University of San Diego and earned his LL.M. in taxation from DePaul University.  Phil was admitted to practice in California in 1989, and is also a member of the State Bars of Georgia and Illinois.

Phil is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization.  He has authored Code of Ethics and Professional Responsibility for Financial Planners for the CCH Continuing Education series and presents seminars to professional groups on estate, gift and income tax planning issues.

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