Paul Chmielewski

Partner, Estate Planning Services @Cerity Partners

Denver, CO, US
EMAILS
p••••••••@ceritypartners.com
MOBILE NUMBERS
+19•••••••47

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WORK HISTORY

Mar 2022 — Present

Partner, Estate Planning Services @Cerity Partners

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Denver, CO, US

Oversee Centralized Estate Planning Services for Cerity Partners. Work with Cerity Partners’ advisors to review existing client estate planning documents, recommend additional estate planning strategies for clients, and ensure proper implementation of a comprehensive client estate plan. Paul has more than twenty-five years of experience in legal and estate planning matters.

EDUCATION

N/A

University of Florida - Fredric G. Levin College of Law

LL.M., Taxation

N/A

Florida State University College of Law

J.D., Law

N/A

Florida State University

Bachelor of Science (B.S.), Finance, General

SKILLS

InvestmentsPowers of AttorneyCharitiesWealth ManagementHigh Net Worth IndividualsEstate Tax PlanningBusiness Succession PlanningFiduciaryMediationReal EstateLegal AssistanceSecuritiesEstate PlanningElder LawEstate LawBusiness FormationStrategic Financial PlanningCharitable TrustsCorporate LawLegal AdviceWealthSuccession PlanningTrustsFamily OfficeLlcLegal WritingLitigationEstate AdministrationFinancial PlanningBusiness TransactionsAsset ProtectionInvestment ManagementWillsTax LawFinancial PlannersPrivate BankingDispute ResolutionSmall BusinessAlternative InvestmentsTrust Services

ABOUT PAUL CHMIELEWSKI

I oversee Estate Planning Services for Cerity Partners. Estate Planning Services provides advice regarding how to structure client estate planning strategies, reduce estate taxes, methods to reduce exposure to creditor claims, and recommendations regarding trust and estate administration. I can be reached at p••••••••@ceritypartners.com or 30••••••88.

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Paul Chmielewski — Email, Phone Number & Contact Info | Unifers