Bruce Garritson

Practice

30+ years in estate/trust administration and trustee work

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
• Developing strategies to minimize potential estate and gift taxes
• Developing plans to conserve assets during lifetime and at death
• Preparing estate and gift tax returns
• Preparing fiduciary income tax returns
• Proposing life insurance solutions consistent with estate plans
• Succession planning

At the council

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