Structured And Careful Financial And Estate Planning

Our highly experienced trust and estate professionals help navigate the complexities of wealth planning and create a detailed plan based on present and future objectives.
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Estate-Planning
25+

YEARS EXPERIENCE

500+

CLIENTS

Custom Trust And Estate Planning Services

Virtue CPAs have expertise working with business owners, entrepreneurs, executives, high-net-worth individuals, and families. Holding years of experience and notable perspectives, our wealth managers and in-house attorneys craft a well-structured plan to help you achieve favorable outcomes and offer reassurance for you and your family.

Our estate and trust planning specialists carefully understand every individual’s specific needs and goals to ensure the plan fully integrates with individual financial plans while properly protecting assets for loved ones.

How We Can Support You with Our Best Financial And Estate Planning Services

Trust Planning

Trust
planning

Asset Protection Planning

Asset protection planning

International Estate Planning

International estate planning

Multistate Estate Planning

Multistate estate planning

Lifetime Transfer Planning

Lifetime transfer planning

Estate Management and Distribution Planning

Estate management and distribution planning

Wealth Transfer Economic and Tax Analysis

Wealth transfer economic and tax analysis

Financial Planning, including Cash Flow Analysis

Financial planning, including cash flow analysis

Charitable giving and foundation planning

Charitable giving and foundation planning

Our Professionals at Virtue CPAs

Team Member
Kevin Patel, CPA

CEO & Founder

I'm passionate about creating meaningful connections and productive communities. With 15+ years of experience, I specialize in M&A, tax consulting, and business support. Let's grow together!

Team Member
Rick Patel,

President

Rick Patel is an experienced accountant providing financial consulting to small and medium-sized businesses, specializing in financial planning, budgeting, cash flow management, and tax strategy optimization

Team Member
Derek Grills, CPA

Tax Principal

Derek K. Grills, PhD, CPA, CGFM, has 30+ years of expertise in government and non-profit financial management, with leadership experience at the US Army and CDC.

Team Member
Jeet Chaudhary,

COO

Jeet leads accounting operations with a focus on efficiency, accuracy, and team performance, ensuring high-quality financial outcomes for clients.

Protect Your Wealth For Decades with our Trust & Estate planning Services

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