About
Walter C. Koczot, JD, CTFA, has over twenty-5 years of experience inside the economic offerings industry, focusing on private agree with administration and property planning. Learn greater approximately his history and information underneath. Walter C. Koczot, JD, CTFA, is a pro professional with over twenty-5 years of enjoy inside the economic offerings enterprise. For the past seventeen years, he has centered on non-public agree with administration and estate making plans, supporting clients navigate the complexities of coping with trusts and making plans for the future. In his function as a Personal Trust Specialist, Walter is responsible for the daily management of trusts, making sure they comply with the phrases of the trust report and meet felony, tax, and regulatory necessities. He additionally gives customers with treasured estate making plans assistance, guiding them through the process and helping them make informed selections approximately their economic destiny. Walters educational historical past includes a BA from the State University of New York College at Fredonia and a J.D. from the Western New England College School of Law. He is also a graduate of the ABA National Graduate Trust School and holds the Certified Trust and Financial Advisor (CTFA) designation, showcasing his knowledge inside the field. In October 2005, Walter joined BB&T Wealth Management after spending twenty years at some other neighborhood monetary organization. Throughout his career, he has built a popularity for his willpower to his clients and his commitment to helping them acquire their monetary goals. Overall, Walter Koczot is a depended on and skilled lawyer in Louisville, Kentucky, recognized for his know-how in private consider management and property making plans. Whether you are trying to establish a consider or revisit your property plan, Walter can offer the guidance and assist you want to make knowledgeable decisions approximately your economic destiny.
Legal Issues
Certificates
Certified Trust & Financial Advisor
The Institute of Certified Bankers
Languages
Accepted Jurisdictions
Experience
Education
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