Mark Kalpakis works along with the financial advisory team, and client’s attorney to do the planning for his clients for the proper handling of assets during and after their lifetime. He also assists his clients in managing those assets which they inherit from their family. He provides expert guidance to rich individuals as well as their families, private foundations, estates and trusts i.e. life insurance trusts, revocable life time trusts, marital deduction trusts, bypass trusts, family limited partnerships, grantor annuity trusts, charitable remainder trusts, and charitable lead trusts.
