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Connie Martin

fax +1 412.394.2555

Connie Martin is responsible for all areas of estate and trust administration. This includes identifying, collecting and valuing assets, preparing inventories, fiduciary accountings, family settlement agreements, deeds and other documents as required. In addition, Connie prepares different types of tax returns, including including Federal Estate Tax, Gift (and Generation-Skipping Transfer) Tax, Pennsylvania Inheritance Tax, federal and state individual and fiduciary income tax returns. She maintains a high level of contact with clients, federal, state and county officials and financial institutions.