Francis Brown
Director - Tax, Trust & Estate
- Role
- Director - Tax, Trust & Estate at Charles Schwab
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
Experience
Director - Tax, Trust & Estate
May 2025 — Present · Tysons Corner, VA, US
Education
University of Denver - Daniels College of Business
BSBA
University of Denver - Daniels College of Business
M.I.M.
University of Denver - Sturm College of Law
JD
University of Denver - Sturm College of Law
LL.M.
Skills
- Finance
- Erisa
- Mediation
- Estate Planning
- Powers of Attorney
- Llc
- Corporate Law
- Asset Protection
- Business Planning
- Business Transactions
- Succession Planning
- Mergers
- Business Formation
- Wealth Management
- Elder Law
- Pensions
- Estate Tax Planning
- Estate Administration
- Mergers
- Financial Planning
- Mergers & Acquisitions
- Guardianship
- Tax Law
- Gift Tax
- Litigation
- Estate Law
- Trusts
- Wealth
- Wills
- Small Business
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