Scott E. Testa


Biography

Scott Testa is a Tax Partner and a leader in the Trusts and Estates practice within the Personal Wealth Advisors Group. Scott has more than 25 years of experience providing trust and estate planning, comprehensive income tax planning and preparation and financial planning for high net worth individuals and corporate executives.

Scott provides a wide range of services to help clients minimize estate and gift tax exposure, including reviewing estate plans and legal documents. He has expertise in complex estate, gift and generation-skipping transfer tax issues. Scott is well versed in various estate planning strategies such as grantor retained annuity trusts, family limited partnerships, qualified personal residence trusts, life insurance trusts, charitable trusts and annual gifting strategies, including Crummey trusts for minors.

Additionally, Scott has tax and financial planning expertise in stock option planning, business succession planning, charitable planning and retirement planning. He has regular interaction with clients, attorneys, client business advisors and IRS representatives.

Prior to joining the firm, Scott was a Partner at a regional accounting firm and led the Trust and Estate Group and was a member of the High Net Worth Group. He also worked for more than a decade at a Big 4 firm in the private client advisory services group.

Scott has spoken before audiences on topics of income tax and estate planning, has been quoted in The New York Times on residences and estate planning and has authored the cover article for the Journal of Accountancy on Charitable Planning.



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