Battaglia & DeKoning

My experience is a positive one. From my initial contact and subsequent brief phone calls with Carol Battaglia, who demonstrated not only her expertise in the field and also empathy and patience, to working with Vicki, with her professionalism, depth of knowledge, and patient guidance, not to mention her efficiency and accessibility. And I must say that everyone I interacted with was uniformly courteous, respectful, and efficient. Thank you for such a positive experience.

On behalf of the Professional Fiduciary Association of California, I would like to thank you for your presentation on special needs trusts. Our members and guests came knowing that you both are experts in the field and that the information would be very valuable to their practices. Once again, thank you for giving your time and sharing your knowledge.