Bert Levy Subject of Q&A in Atlanta Business Chronicle

On September 21, 2012 Bert Levy was the subject of a Q&A in the Atlanta Business Chronicle titled “Trusts ‘essential tool’ in wealth transfer planning.” In the article, Mr. Levy describes the three main purposes of trusts: honoring the donor’s wishes as to the rights of the beneficiaries; protecting the beneficiaries from irresponsible spending; minimizing taxes in wealth planning. “Trusts will continue to be essential to the management of family wealth,” Mr. Levy says in the article.

Service Specialties