Beth Ballman has been a paralegal for over 10 years providing support to high-net-worth individuals, fiduciaries, financial institutions and charities to develop, implement, and defend innovative and comprehensive planning strategies. She assists our clients with wealth transfer and asset protection in a tax-efficient manner, specializing in the areas of estate and trust administration, and has extensive experience with 706 and 709 tax preparation.
Beth graduated from Texas Tech University in 2011 with a BA in Psychology and from the University of Texas in 2013 with a Paralegal Certificate. In her free time, Beth enjoys photography and hiking with her dog, Penny.
