Robert Kosbie

Practice

I bought my original practice 30 years ago, so I was exposed to major succession planning a much earlier in my career than usual. I am now assisting the kids of my original clients with their succession and retirement plans.

Areas of work

• Analyzing proposed transactions for estate and gift tax implications
• Charitable gift planning
• 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 accountings
• Preparing fiduciary income tax returns
• 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.