Estate Planning 101

Dominic Cozzetto

Partner Advisor, AdvicePeriod

Dominic Cozzetto is a Partner Advisor at AdvicePeriod. With over two decades of experience, Dominic manages the relationships with some of the firm’s most affluent and complex clients. He has extensive experience in tax and estate planning and managing investment portfolios for high-net-worth families.

Prior to joining AdvicePeriod, Cozzetto was a Senior Director and Team Leader for BNY Mellon. At BNY Mellon, he led a team of portfolio managers and was responsible for over $1 billion of private client and institutional assets. His prior experience includes portfolio management roles with a northwest-based bank and a nationally recognized investment manager.

Dominic is a CFA Charterholder and a graduate of Eastern Washington University with a bachelor’s degree in Finance and Economics. He is an avid triathlete and lives in Orange County, California where he enjoys many activities with his wife and four children. Dominic currently volunteers for the Goodwill Industries of Orange County, Serra’s Pantry Food Bank, and Mission Basilica School.

Stephen Wallace

Partner, Accelerant

Stephen C. Wallace, Jr. focuses his practice on advising high net worth individuals and families on a wide range of matters including estate planning, estate and gift taxation, generation-skipping transfer tax planning, business succession planning, and tax compliance.  Stephen has significant experience advising and working with individuals and families with significant real estate portfolios, owners of professional sports franchises, privately held businesses, and concentrated positions in publicly held companies.  Stephen focuses on providing practical advice to his clients while designing flexible and clear structures to help them achieve their goals.

Prior to joining Accelerant Law, Stephen practiced in the Private Client Services department of Arnold & Porter Kaye Scholer LLP and worked in the National Tax Office of BDO USA LLP, both in Washington, D.C.

Education:

• LL.M., Taxation, Georgetown University Law Center, with distinction

• J.D., Syracuse University College of Law, cum laude

• B.A., New York University, cum laude

Bar Admissions:

• District of Columbia

• Virginia

• Maryland