The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
Kay Abramowitz has more than 29 years’ experience providing counsel to individuals and business owners on asset protection and wealth preservation through sophisticated estate planning techniques, estate and trust administration, entity formation and business planning. Kay’s special focus is in advising family-owned businesses. She chairs the Wealth Preservation Group and the Family-Owned Business Group for Ater Wynne. She also edits the firm’s Family-Owned Business Blog.
Kay is a frequent lecturer and is recognized for her expertise in succession and transfer issues found in family-owned businesses. Kay has advised clients regarding probate avoidance trusts, tax planning trusts, special needs and special purpose trusts. Her clients include married couples, single individuals, non-married couples and non US citizen spouses