Walter Koczot

Walter C. Koczot, JD, CTFA – Walt has been in the financial services industry for over twenty-five years, with the past seventeen years focused in the areas of personal trust administration and estate planning. In his role as a Personal Trust Specialist he is responsible for the administration of trusts and for providing clients with estate planning assistance. Trust administration is the day to day operation of a trust keeping it in compliance with the terms of the trust document as well as legal, tax and regulatory requirements. As an estate planner he is a resource to clients who are looking to begin or revisit the estate planning process and need a resource for information and guidance. Walt helps familiarize clients with the basics of estate planning and determine what their particular situation requires. He can then act as a liaison between a client and their attorney to insure that the final documents reflect their wishes.