Scott T. Filmore serves ultrahigh net worth clients as a senior director in RSM US LLP’s Washington National Tax practice.
Scott T. Filmore serves ultrahigh net worth clients as a senior director in RSM US LLP’s Washington National Tax practice.
Scott has over 20 years of experience providing estate planning, tax, and estate and trust administration services. He has provided guidance to ultra-high net worth clients regarding a variety of issues, including sophisticated strategies to minimize estate, gift, generation-skipping transfer and fiduciary income taxes; business succession; and charitable giving. Scott uses his in-depth understanding of these areas to consistently develop innovative and customized solutions to meet each client’s unique goals regarding the transfer of wealth. Scott also regularly works within advisory teams consisting of professionals (both inside and outside RSM) with diverse expertise to ensure each client can implement a holistic wealth planning strategy that meets the client’s tax, legal, investment, business and family goals.
Before joining RSM, Scott spent over 17 years as a practicing attorney, focusing entirely on estate planning, tax and trust and estate administration. Scott was also a senior wealth strategist at an investment advisory firm, providing guidance to firm clients regarding these same matters.
