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Clients of California-based member firm RINA Accountants & Advisors benefit from strengthened Trust & Estate Services

16th July 2021

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California-based MGI Worldwide member firm RINA Accountants & Advisors, is pleased to announce exciting developments as its Estate & Trust practice is strengthened, ensuring that its clients are in the best position to plan for their future, and that of the next generation.

RINA has assembled a team of experienced specialists to provide dedicated Estate & Trust Services intended to take the uncertainty out of estate planning and inspire trust and confidence.

Wealth transfer, gift planning, and client legacy goals are now incorporated into their comprehensive Estate plan.

Introducing David Boekeloo

As part of the consolidation, RINA recently appointed industry expert, David Boekeloo, to lead the Trust & Estate Services group. David has provided tax and legal consulting services to independent financial advisors, Certified Public Accountants, financial institutions, and attorneys for over 20 years. He holds a law degree (JD), a Master’s in Taxation (MST), is a Certified Financial Planner professional (CFP), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and an Accredited Estate Planner (AEP). Additionally, he has written several scholarly articles on various tax and estate planning subjects, and speaks widely at legal, tax, and industry conferences.

The Estate & Trust Services group will focus on:

  • Estate and income tax planning for high net worth and ultra-high net worth individuals
  • Business succession planning for owners of closely held businesses
  • Asset Protection planning for high-net worth and ultra-high-net worth individuals and their beneficiaries
  • Advanced trust and fiduciary planning strategies

RINA professionals are on-hand to provide innovative estate planning services to high-net-worth individuals and business consulting planning to owners of closely held businesses, including financial advisory practices.

Trust & Estate Administration

Executors and surviving family members are also supported by RINA’s Trusts & Estates Services group, making an often daunting task more structured and manageable, with the complexities of their responsibilities carried out under the guidance and assistance of a knowledgeable advisor. RINA provides advice and representation on federal and state estate, gift and income tax issues that affect the estate or trust, its beneficiaries, and fiduciaries.

The Trust & Estate Services team will be working closely RINA’s Wealth Management and Tax departments to provide the full spectrum of services that address the financial complexities facing businesses and individuals today.

For more information please visit the RINA profile page or their website, or reach out to David Boekeloo at Dboekeloo@rina.com.

MGI Worldwide with CPAAI, is a top 20 ranked global accounting network and association with almost 10,000 professionals, accountants and tax experts in some 460 locations in over 100 countries around the world.

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