Scott Cobb Accepted as a New Member of the Washington D.C. Estate Planning Council
Vallit Advisors is excited to announce that Director, Scott Cobb has been accepted as a member of the Washington DC Estate Planning Council (WDCEPC). Scott brings over 20 years of financial advisory expertise to the WDCEPC and is one of eleven inductees. The additional members include estate planning professionals from various disciplines such as financial planning, trusts, and estate management. New members and their nominators will be introduced during the WDCEPC Annual Meeting on June 2, 2022.
The WDCEPC’s primary objective is to establish and support collaborative efforts in the estate planning profession and community. The Council helps its members render the highest possible service to their clients, providing a forum for discussion on estate planning topics and promoting cooperation among the participating disciplines. Members of the Council include lawyers, certified public accountants, life insurance professionals, trust officers, financial planners, valuation specialists and charitable giving professionals.
As a member, Scott will be invited to attend all educational meetings hosted by the WDCEPC throughout the year. In addition, he will attend the WDCEPC’s annual meeting, where he will have the opportunity to exchange information and develop a mutual understanding with other estate planning professionals across respective disciplines. These enriching networking and industry-advancing events will allow Scott to collaborate with well-respected peers and mentors, furthering the service that Vallit Advisors can provide to their clients.
Learn More About Vallit Advisors
Vallit Advisors, LLC was formed over two years ago by Mark Norris, Charlie Rains, Chris Rosenthal and Kris Hallengren. The firm is focused solely on dispute consulting, business valuation, forensic accounting and transaction advisory services. Our senior team members have testified over 200 times in Federal, State and International courts. Our dispute expertise ranges from family law to complex commercial, intellectual property, and forensic accounting matters in a wide variety of industries. Outside of disputes, our valuation reports are relied on by estate and trust attorneys, business owners and auditors for tax, transactional and financial reporting purposes. The firm provides services throughout the US and internationally from our offices in Maryland, Washington D.C. and Denver. Learn more about Vallit Advisors and their work with clients, partners, and the community here.
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Providing a Clear View of The Financial Picture
Vallit is focused solely on dispute consulting, business valuation and forensic accounting. Our senior team members have testified over 200 times in Federal, State and International courts. Our dispute expertise ranges from family law to complex commercial and intellectual property matters in a wide variety of industries. In non-disputes, our valuation reports are relied on by estate and trust attorneys, auditors, and business decision makers for tax, financial reporting and transaction purposes.