Newport Beach, CA | Orange, CA | Miami, FL
Also known as: revolutionagent
DON WEST, JR. assists individuals and entities to reach and maintain their generative, legacy, financial and estate planning goals. From wealth management to lifestyle pursuits to philanthropic interests, Mr. West understands the needs of wealthy families and designs legacy estate plans that include sophisticated techniques that increase generativity and minimize overall taxes. Don is frequently called upon by clients to provide custom-tailored family legacy consultations and often serves as a trustee of trusts they have established or to provide guidance to their professional fiduciaries. Don received his B.S. degree in from Florida State University and his J.D. degree in from the University of Miami School of Law. He was admitted to practice law in Florida in . Don counsels families, individuals and entities on the principles of generational legacy and wealth transfer with a unique planning philosophy of promoting Healthy Sustained Family Wealth. In , Don released "A Step-by-Step Guide to Crafting Personal Legacy Statements - An Ancient Tool of the Thoughtful, Wealthy Wise" a book he co-authored with Tim Morrison and published by Axis Publishing Company, LLC. Don has also authored numerous articles on sports, entertainment, estate planning, trusts, and business law. Specialties Legacy Estate Planning, Business Corporate Consulting, Business Succession Planning, High Net Worth and High Visibility Individuals Entities.
