Capehart Scatchard is pleased to announce that paralegal, Kay M. Sowa, was recently designated as an Accredited Estate Planner® by the National Association of Estate Planners & Councils.
The Accredited Estate Planner® designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character, and who commit to the team concept of estate planning.
In addition to her paralegal duties in tax, accounting and litigation matters relating to trusts, estates and individuals, Ms. Sowa is an IRS Enrolled Agent eligible to represent taxpayers before all administrative levels of the IRS. She is also a Certified Trust and Financial Advisor through the Institute of Certified Bankers.