William A. Beluzo

Partner at Plunkett Cooney

William A. Beluzo, Jr. focuses his practice in the areas of probate and estate planning, trusts, wills, estate and trust administration, probate and trust litigation, tax law, wealth strategy planning, asset protection planning, and family and elder law. In 2010, the Institute of Business & Finance awarded Mr. Beluzo with the prestigious estate planning designation of Board Certified in Estate Planning.

Prior to joining Plunkett Cooney, Mr. Beluzo worked as an estate and gift tax attorney for the Internal Revenue Service.

He has over 30 years of experience in a wide-ranging personal service law practice, designing and implementing tax and wealth strategies for individuals, estates and trusts. Peers call upon him to serve as an expert witness and to consult in probate and trust litigation. Mr. Beluzo also frequently lectures and provides seminars to CPAs, financial planners and advisors, physicians, elders and community groups.

Mr. Beluzo is also frequently retained by affluent individuals in domestic relations matters. He drafts and designs unique pre- and post-marital agreements and has represented clients with substantial marital estates.

Timeline

  • Partner

    Current role

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