Scott LaPresta, CTFA

Scott is the director of private client advisors for Commerce Trust. Scott oversees the administrative policies and functions of the Private Client Advisory team. He also manages a set of team leaders in addition to handling his own key client relationships and provides leadership and management of the department, which includes coaching, training, reviewing revenue per desk and sales to help the team leaders and their advisors reach their goals.

Tax-Efficient Estate Planning Strategies

 
For high-net-worth individuals and families, maximizing what you have earned often requires taking steps to minimize your tax liability. Explore the insights  from the Private Wealth Management team at Commerce Trust to learn about different types of trusts and their tax benefits, tax-efficient ways to give gifts to family, and charitable giving strategies that may lower your tax liability.

 

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