At Burrill Watkins, we work closely with other professional advisors, including Certified Financial Planners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors as part of the team.

We believe the team approach provides our mutual clients with the most comprehensive, realistic and effective advice.

Joint Marketing

• Client Education
  Please visit our Blog for an online library of articles on issues related to business and estate planning. We have posted a number of articles suitable for use as client education, but if you have a suggestion for a future topic please let us know.
• Joint Marketing
  We are happy to work with you to speak to your clients or prospects on business and estate planning issues, including:
  • M&A planning,
  • capital formation,
  • wills, revocable and irrevocable trusts,
  • charitable giving strategies,
  • generation-skipping and other advanced topics,
  • business succession planning, or
  • asset protection.

Please contact our office if you would like to plan a workshop or a joint event.