Paul Stevenson (Wealth Planning Attorney - Business Planning/Succession, Wealth Transfer & Estate Planning)

Biography

Paul is a member of the Advanced Planning Group (APG) at the Smith Companies, Ltd., an international financial services organization with offices in Boston and Ft. Lauderdale. The APG provides “value added” advanced planning support, technical expertise and related consulting services to life insurance professionals, financial planners, investment advisors, banks, investment firms, attorneys, CPAs and other financial services professionals. The Smith Companies is a founding member of Capitas, LLC, a diverse international consortium of associated financial services organizations located throughout the US providing wealth management and financial planning services for financial intermediaries who serve the affluent marketplace.   

The APG offers consulting services in the areas of income, gift and estate planning, charitable giving and legacy planning, business succession and business exit planning, retirement planning and planning for life style maintenance, life insurance planning, personal and financial risk management and other services involving the creation, conservation and perpetuation of family wealth. Paul has over 40 years consulting experience with primary emphasis on the tax and financial considerations affecting the creation, preservation and perpetuation of wealth.   Paul’s practice focus is on business exit planning, business succession, business valuations and business value enhancement, personal and financial risk management and gift and estate planning for business owners and high net worth individuals and their families.

Paul received an undergraduate degree (BA-Psychology) from the University of Minnesota in 1967, an law (JD) degree from William Mitchell College of Law in 1974, a Master of Law degree (LLM) in Taxation from New York University in 1980, a Master of Science in Financial Services degree (MSFS) from the American College in 1980, a Master of Science degree in Finance (Financial Analysis concentration) from the College for Financial Planning (CFFP) in 2009 and a Master of Science degree in Finance (Investment Management Concentration) from Golden Gate University (GGU) in 2012.

The Smith Companies

Smith Companies, Ltd. is the premier provider of life, long term care and disability insurance to financial service professionals, attorneys, accountants, bank trust officers and other advisors who provide their clients with advice regarding insurance needs as a part of their professional practice. We offer the professional financial advisor with “one stop” access to a broad spectrum of insurance products from the finest insurance carriers. We offer another advantage, which our competitors cannot match, a full range of “value added” support resources to assist in properly integrating the insurance product into the overall financial or estate plan.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.