Topline | Michael D. Weiner

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Michael D. Weiner

Tax Analyst and West Region ESS Tax M... at Northern Trust

Intro Book

Seasoned estate planning expert with 32 years of experience in banking, accounting, and financial planning.

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Location

Stevenson Ranch, California, United S...

Skills

Estate Administration
Banking
Accounting
Estate Tax Planning
Estate Tax
Financial Planning
Tax
Portfolio Management
Investments
Fiduciary Income Tax
Asset Allocation
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Michael has 32 years of experience in estate planning, which is a specialized field. His experience in banking and accounting adds to his expertise. Location is Stevenson Ranch, California, which is a suburban area near Los Angeles. Estate planning professionals with his level of experience typically charge higher rates. Maybe around $100–$200 per hour? But considering his certifications and extensive experience, maybe higher. Some top estate planners can charge $250–$500 per hour. Let’s check averages. Estate planning professionals with his background might average $150–$250. So I’ll estimate around $175

Bio

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Topline AI

Michael D. Weiner is a seasoned estate planning expert with 32 years of experience in banking, accounting, and financial planning. He has administered living trusts, estates, and irrevocable trusts for high net worth individuals, and has expertise in estate tax planning and portfolio management. With a strong educational background from the University of Redlands, Harvey Mudd College, and CSULB, Michael is a certified trust and financial advisor (CTFA) with the American Bankers Association.

Credentials

Certified Trust and Financial Advisor (CTFA)

American Bankers Association

Experience

Northern Trust

United States

Financial Services

700 & Above Employee
- Tax Analyst and West Region ESS Tax Manager
  
  Oct 1995 - Present
  
  Manage regional tax preparation group within Estate Settlement Services for the West Region, prepare and review estate tax returns and fiduciary income tax returns, review all other tax returns related to the decedent or his/her estate, prepare and review complex plans of distribution, lead and participate in extensive post-mortem planning discussions, and member of regional Estate Review Committee.
- Trust and Estate Administrator
  
  Feb 1992 - Oct 1995
  
  Administer living trusts, agencies, irrevocable trusts, decedent's estates and trusts for high net worth individuals
Trust Services of America
- Trust and Estate Administrator
  - Jun 1990 - Jan 1992
  Administer living trusts, agencies, estates, and irrevocable trusts
Farmers and Merchants Trust Company
- Long Beach, CA
- Trust and Estate Administrator
  - Jun 1981 - Apr 1990
  - Long Beach, CA
  Administer living trusts, agencies, estates, and irrevocable trusts.

Education

1983 - 1985

University of Redlands

1983 - 1985
1981 - 1983

CSULB

1981 - 1983
1975 - 1979

Harvey Mudd College

1975 - 1979

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Michael D. Weiner

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate