11/02 – Present Law Offices of Robert A. Feisee, LLC
The firm’s underlying objective is to protect capital, growth wealth, and transfer wealth efficiently. Estate planning entails the coordination of transferring accumulated wealth. Given my real estate, financial planning, and legal background my goals are as follows:
To provide unique services to my clientele by coordinating efficient wealth transfer through appropriate estate planning vehicles;
To assist business clients in transferring ownership and control of their
businesses;
To advise executors and trustees about administration of estates and trusts;
Represent clients in interpreting wills and trusts and related litigation;
and
Provide services to individuals who wish to give to charitable organizations
and to public charities and private foundations. Services include:
-
Family estate planning
- Revocable/irrevocable trusts
- Durable medical/general powers of attorney
- Wills
- Codicils
- Life insurance trusts
-
Charitable giving
- Qualified domestic trusts
- Estate administration
- Probate
- Will contests
11/02 – Medallion Investment Advisory Services
Primary objective is to protect capital and grow wealth. Financial services range from preparing basic financial plans and retirement planning to sophisticated wealth planning and wealth transfer techniques.11/02 – 11/04 F&M Title and Escrow, L.L.C.
Principal owner of real estate settlement company. Responsible for coordinating all aspects of residential and commercial real estate transactions.1999 – 2002 Morgan Stanley
Financial Advisor – Comprehensive Wealth Management
Responsibilities included preparing financial plans, retirement planning, bond ladders, IRA rollovers, IRA distribution planning, and cash flow management.1997 – 1999 Rees Broome & Diaz, P.C.
Associate – Litigation, Real Estate, and Estate Planning
Responsible for contract litigation and all aspects of homeowner’s association legal issues. Drafted contracts, prepared legal memorandum, prepared wills and powers of attorney.1996 - 1997 Curran & Whittington, P.C.
Associate – Litigation
Responsible for legal research, preparing memoranda of law, and providing support to lead counsel in all aspects of litigation from initial discovery to trial. Prepared wills and powers of attorney.
