Welcome to rogerhealy.com
I am a Private Trust Professional and Adjunct at NYU
Stern's School of Business where I teach Family Business Management
AREAS
OF EXPERTISE:
Family Business Management - Estate Planning - Family Governance
Business Development - Account Management & Expansion
Risk-based Trust Administration - Fiduciary Policy Formulation
Please feel free to use my CLUT, GRAT and
QPRT calculators. A table of
Section 7520 rates used is available.
Please note the calculators are for illustration only no legal or financial decisions should be made using them.