Christopher Gero Prado

• Review existing estate plans to identify errors and planning opportunities
• Draft foundational and advanced estate planning documents, deeds, and organizational documents
• Draft amendments to revocable and irrevocable trusts, including nonjudicial settlement agreements
• Analyze tax consequences of client business planning and estate planning decisions
• Counsel clients on changing domicile

My role required that I meet with clients to help them gain a more robust understanding of their estate plans, identify planning opportunities that will help reduce/eliminate taxes, and assist with asset allocation and rebalancing of client investment portfolios in a tax-conscientious manner. I also advised clients regarding wealth preservation strategies through various means.

• Drafted, reviewed, and negotiated client contracts with hotels and service providers
• Identified and solicited new clients using social media, industry events, referrals, telephone
• Developed and presented event RFPs to hotel sales leadership
• Executed international and domestic site search and selection for client meetings & events