Tami Panozzo

Skilled and experienced probate and trust administration assistance

Tami Panozzo provides support on a variety of trust and estate matters. She is involved in all aspects of estate and trust administration, including working closely with clients and advisors to assist in identification and valuation of assets, re-titling of assets, distributions to beneficiaries, preparation of federal estate tax returns and gift tax returns, and overall guidance to fiduciaries from initial meeting to final plan distribution and/or sub-trust funding.

Known for her guidance and patience, Tami uses her extensive experience to make the probate and trust process less intimidating and stressful for the firm’s clients.