Rose brings the strategic insights and perspective gained from her experience as a certified public accountant and registered tax return preparer to her focus on estate planning matters. Her focus includes:
- Estate and trust administration
- Preparation of fiduciary, individual, death, partnership, private foundations, and gift tax returns
- Financial analysis and tax planning
Prior to joining Michael Best, Rose administered trusts for nine years in the Trust Department of Bank One Milwaukee, N.A., currently JP Morgan Chase.