JAMIE KOCH

Mr. Koch is a Manager and specializes in estate and business planning and taxation for individuals and owners of family businesses. 

As a member of the R&M wealth management group, he advises clients on all aspects of estate planning and prepares complex wills and testamentary instruments.  He also prepares revocable and irrevocable trusts, life insurance and dynasty trusts, and durable powers of attorney and living wills.  Mr. Koch counsels clients on re-titling of assets and beneficiary designations for insurance and qualified assets.  Finally, he administers estates and prepares Federal estate tax returns, estate and trust accounts and inventories.

Mr. Koch was previously a Financial Planner with Legg Mason Wood Walker, Inc., where he provided comprehensive estate and gift tax planning advice to over 1,000 Legg Mason Financial Advisors.  He prepared retirement, estate planning, and business succession modules for high net worth individuals, executives, and business owners.  In addition, he assisted the Legg Mason sales force in presenting plans to clients.

He is a member of the Maryland, District of Columbia, and Pennsylvania Bar Associations, and he holds his Series 7 and 63 licenses.  Mr. Koch received a Bachelor of Arts degree from Duke University and a Juris Doctor degree from Syracuse University.