Carli Ortiz

Practice

I have been working as a public accountant and involved in estate planning for over 18 years. My goal is to help clients maximize the assets that pass to their beneficiaries and/or the benefit they can provide to charities through estate planning. I can assist with all areas of estate planning- from gift and succession planning to trust administration and preparation of estate tax returns.

Areas of work

• Administering estates and trusts
• Analyzing existing life insurance coverage for continuing relevance to the estate plan
• Analyzing proposed transactions for estate and gift tax implications
• Charitable gift planning
• Designing estate plans
• Developing strategies to minimize potential estate and gift taxes
• Developing plans to conserve assets during lifetime and at death
• Drafting estate planning documents
• Preparing estate and gift tax returns
• Preparing fiduciary accountings
• Preparing fiduciary income tax returns
• Probating wills and administering estates
• Proposing life insurance solutions consistent with estate plans
• Retirement distribution planning
• Succession planning
• Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.