Courtney Conrad and William Waugh Recognized as 2011 FIVE STAR Wealth Managers
KANSAS CITY, Mo. (Feb. 17, 2011) – Two Lathrop Gage attorneys have been named 2011 FIVE STAR Wealth Managers for the Kansas City area: Courtney Conrad (Wealth Strategies – Kansas City) and Bill Waugh (Wealth Strategies – Overland Park) both were recognized in the Estate Planning category.
Only wealth managers with more than five years of experience in the financial services industry were considered. Each wealth manager was reviewed by a panel comprised of individuals from within the financial services industry. The FIVE STAR award represents less than three percent of the wealth managers in the Kansas City area.
Ms. Conrad concentrates her practice in the area of estates and trusts law. Her practice includes basic estate planning, sophisticated estate and tax planning for high-net-worth individuals, charitable planning, wealth preservation planning, business succession planning and estate and trust administration. She currently serves on the Children's Mercy Hospital Donald H. Chisholm Planned Giving Council.
Mr. Waugh has concentrated his practice in trust and estates and charitable organizations for more than 35 years. He works with tax-exempt organizations in a number of areas that are unique to such entities, and with individuals in creating estate plans and the administration of estates and trusts. He is a Fellow in the American College of Trust & Estate Counsel and served as the Kansas state chair from 1996-2001.
The FIVE STAR Award selection process was administered by Crescendo Business Services through a survey of high-net-worth households and all identified FINRA registered representatives in the Kansas City area. Recipients of the survey were asked to evaluate individuals on criteria including customer service, integrity, knowledge/expertise, communication, value and overall satisfaction.
For more information on the FIVE STAR Award and the selection methodology, please visit http://www.fivestarprofessional.com/wmresearch.
About Lathrop Gage:
A full-service law firm, Lathrop Gage LLP has more than 320 attorneys in 11 offices nationwide – from Los Angeles to New York. In 2010, Chambers USA ranked Lathrop Gage’s corporate, environmental, intellectual property, labor and employment, litigation, real estate and transportation teams among the best in their regions. For more information, visit www.lathropgage.com.