Bloomberg Tax
Feb. 27, 2023, 7:32 PM

Bose McKinney & Evans Takes on Estate, Wealth Transfer Partner

Bloomberg Tax Automation
Bloomberg Tax Automation

Joanna Feltz has joined Bose McKinney & Evans as a partner in the estate and wealth transfer planning group, the law firm said Monday.

She focuses on estate planning, business succession planning, and the administration of estates and trusts, according to Bose McKinney & Evans.

Feltz previously served as a partner at law firm in Indianapolis, where she helped clients with estate planning and worked on trusts and estates with financial professionals, corporations, and charities, said the firm.

This story was produced by Bloomberg Tax Automation.

To contact the reporter on this story: Bloomberg Tax Automation at taxautomation@bloombergindustry.com

To contact the editor responsible for this story: Ashara Wilson at awilson1@bloombergindustry.com

Learn more about Bloomberg Tax or Log In to keep reading:

Learn About Bloomberg Tax

From research to software to news, find what you need to stay ahead.

Already a subscriber?

Log in to keep reading or access research tools.