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DTSTART:20190925T010000Z
DTEND:20190925T030000Z
LOCATION:Walter's Restaurant - 310 Yale Ave, Claremont CA
UID:1826520190925T010000ZPlanning for Clients with Special Needs
DTSTAMP:20260513T212821Z
DESCRIPTION:\nPhillip 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.\n \nPhil 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.\n \nPhil 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.\n
SUMMARY:Planning for Clients with Special Needs - Estate Planning Council of Pomona Valley, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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