Clifford R. Cohen
Miembro del Comité de Inversión en B&L Asset Management LLC .
Perfil
Mr. Clifford R.
Cohen is a Member of Investment Policy Committee at B&L Asset Management LLC.
He concentrates his practice in estate planning, trust law, and estate administration.
He advises clients in planning the disposition of their own estates as well as those who are serving as fiduciaries or are beneficiaries.
He has experience with transfer tax issues and expertise in the related estate planning techniques used to minimize such taxes, as well as all aspects of probate and related fiduciary practices.
He received his undergraduate degree from Hofstra University and a graduate degree from Northeastern University School of Law.
Cargos activos de Clifford R. Cohen
| Empresas | Cargo | Inicio |
|---|---|---|
B&L Asset Management LLC
 B&L Asset Management LLC Investment ManagersFinance B&L Asset Management LLC (dba Burns & Levinson Asset Management) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1980 and is a wholly-owned subsidiary of Burns & Levinson LLP. Burns & Levinson Asset Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and corporations. | Miembro del Comité de Inversión | - |
Formación de Clifford R. Cohen.
| Northeastern University School of Law | Graduate Degree |
| Hofstra University | Undergraduate Degree |
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Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
B&L Asset Management LLC
B&L Asset Management LLC Investment ManagersFinance B&L Asset Management LLC (dba Burns & Levinson Asset Management) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1980 and is a wholly-owned subsidiary of Burns & Levinson LLP. Burns & Levinson Asset Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and corporations. | Finance |
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