Britney Clark is a Partner in Wick Phillips’ Tax and Estate Planning section. Her practice focuses primarily on complex estate and income tax matters, wealth transfer, and business succession planning. She also provides counsel on estate and trust administration matters, preparation and negotiation of premarital agreements, real estate transactions, trust modifications, and entity selection and formation. A Certified Financial Planner™ (CFP), Britney works with clients and their advisors to provide a customized and holistic approach to the wealth transfer planning process.
Prior to joining Wick Phillips, Britney most recently served as financial advisor at a national RIA firm, and previously held the position of corporate vice president at The Nautilus Group, where she developed comprehensive estate and business succession plans for high net worth families and business owners.
- Spousal Lifetime Access Trusts: Opportunities Using Second-to-Die Life Insurance Policies, Journal of Financial Planning Service Professionals, Nov 202, Vol 64, Issue 6, p.50
- Best Lawyers: Ones to Watch® in America – Trusts and Estates (2023-2024)