Francis Brown

Francis Brown

Director - Tax, Trust & Estate

Role
Director - Tax, Trust & Estate at Charles Schwab
Location
Washington, DC, US
LinkedIn followers
500 followers

Experience

  1. Director - Tax, Trust & Estate

    Charles Schwab

    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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