A Look at the Pros, Cons & Key Considerations of Various Trust Jurisdictions
George Pennock, JD, LL.M., is a Senior Tax, Trust, and Estate Specialist at Schwab Wealth Advisory, Inc. As a core member of the Schwab Wealth Advisory team, George works closely with wealth advisors to bring a broad range of advanced estate planning expertise. George can discuss a client's current wealth management situation, help identify estate planning goals, and offer ideas and suggestions to help achieve them. George offers consultations and analysis on topics such as trust and estate planning, risk management and insurance, transfer tax, and postmortem considerations. In addition, George can consult on topics such as charitable gift planning, business formation and succession, and asset protection. This modern approach to wealth management helps clients take ownership of their financial future.
