Patrick Hoffman work email
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Patrick Hoffman personal email
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Over 20 years of legal experience in the High Net Worth Markets of Estate, Gift, and Income Tax Planning with a focus on small business owners.Specialties: Federal Estate and Gift Tax, Business Planning particularly with regard to Family Business Succession Planning. I work with high net worth individuals to reduce estate taxes and transfer assets to future generations with as little tax and friction as possible, while managing family goals and expectations.
Beaird Hoffman Consulting, Llc
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OwnerBeaird Hoffman Consulting, LlcAddison, Tx, Us
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Senior Director, Concierge PlanningNorthwestern Mutual Jul 2018 - May 2024United States -
Director, Advanced PlanningNorthwestern Mutual Dec 2015 - Jul 2018Dallas/Fort Worth Area
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Corporate Vice President-The Nautilus GroupNew York Life Insurance Company Jan 2015 - Dec 2015Addison, Tx 75001I support select New York Life Agents with focused estate and business planning strategies in the High Net Worth, Affluent, and Business Owner markets. -
Advanced Planning Consultant-Estate And Business Tax PlanningNew York Life Insurance Company Jun 2004 - Dec 2014Dallas/Fort Worth AreaSupport the New York Life Agents in developing sales, product, and legal strategies in the High Net Worth, Affluent, and Business Owner markets. Provide seminar support for Agent Initiatives. Educate Agents and Clients on Estate, Business, and Income Tax Planning opportunities in order to help high net worth individuals and business owners achieve their goals and objectives from a personal as well as business standpoint.
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AttorneyThe Roberts Law Firm Jan 2003 - May 2004Dallas/Fort Worth AreaAttorney working with senior attorney Bill Roberts, including such matters as tax controversy (Tax Court, IRS Offers in Compromise) and estate planning and creditor protection work. -
Staff AttorneyThe Ayco Company, L.P. Mar 2000 - Dec 2002Staff Attorney for a financial planning firm. Reviewed legal documents and provided support in preparing financial plan documents for Account Manager responsible for 90-120 clients of Fortune 500 companies. -
Associate AttorneyModrall Sperling Law Firm Jun 1998 - Feb 2000Associate for a statewide law firm. Practiced in the firm's tax department, which generally was responsible for business, estate, and some ERISA work. I typically drafted wills and trusts as well as other legal research.
Patrick Hoffman Skills
Patrick Hoffman Education Details
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English -
Doctor Of Law - Jd
Frequently Asked Questions about Patrick Hoffman
What company does Patrick Hoffman work for?
Patrick Hoffman works for Beaird Hoffman Consulting, Llc
What is Patrick Hoffman's role at the current company?
Patrick Hoffman's current role is Owner.
What is Patrick Hoffman's email address?
Patrick Hoffman's email address is pa****@****ail.com
What is Patrick Hoffman's direct phone number?
Patrick Hoffman's direct phone number is +141427*****
What schools did Patrick Hoffman attend?
Patrick Hoffman attended Southern Methodist University Dedman School Of Law, Washburn University School Of Law, Texas Wesleyan University, Washburn University School Of Law.
What are some of Patrick Hoffman's interests?
Patrick Hoffman has interest in Children, Education, Disaster And Humanitarian Relief.
What skills is Patrick Hoffman known for?
Patrick Hoffman has skills like Estate Planning, Retirement Planning, Trusts, Estate Tax Planning, Life Insurance, Financial Planning, Insurance, Retirement, High Net Worth Individuals, Tax, Securities, Financial Planners.
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Patrick Hoffman
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Patrick Hoffman
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Patrick Hoffman
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