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Paul oversees Centralized Estate Services for Cerity Partners and is a Partner based out of Denver, Colorado. He works with Cerity Partners’ advisors to review existing client estate planning documents, recommend additional estate planning strategies for clients, and ensure proper implementation of a comprehensive client estate plan. Paul has more than twenty-five years of experience in legal and estate planning matters.
Prior to joining Cerity Partners, Paul worked with a registered investment advisor and trust company that was originally started as a single-family office servicing the founding family of one of the country’s best-known public corporations. Paul also has experience working in the banking industry where he assisted clients with complex estate planning, lending, probate, and trust administration matters. Prior to entering the wealth management business, Paul spent 15 years as a practicing attorney focused on working with individuals and closely-held business owners in the areas of income tax planning, estate planning, real estate, asset protection, probate, and corporate law.
Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Estate planning is crucial for all adults, not just those with taxable estates. From addressing income tax considerations to managing digital assets, estate planning ensures your assets are efficiently distributed and your legacy is preserved. Explore ten essential reasons why an estate plan is necessary, regardless of your wealth level.
Gift and estate tax exemption amounts are may sunset at the end of 2025. For those wary of losing control over significant traditional assets, promissory notes, especially in conjunction with irrevocable grantor trusts, present a potential solution to lock in current exemption amounts.
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