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, business succession planning, and probate and trust administration issues. A Certified Financial Planner™ (CFP), Britney works with clients to ensure a holistic approach to their planning needs.
Prior to joining Wick Phillips, Britney most recently served as financial advisor at Retirement Planners of America, and previously served as corporate vice president at The Nautilus Group, where she spent many years creating comprehensive estate and business succession plans for high net worth families.
- 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