Jackson Walker partner Michael Kaufman has been named a “2011 Five Star: Best in Client Satisfaction Wealth Manager” by Five Star Professional. The honor will be published in Texas Monthly magazine. This is the third consecutive year Mr. Kaufman has received this award.
Wealth Managers are described as individuals who help prepare and/or implement aspects of their client’s financial plan. Examples are financial planners, investment advisors, life insurance agents, attorneys, bankers, etc. The evaluation is based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determines the final list of Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7 percent of the wealth managers in the DF-W region.
Mr. Kaufman practices in the areas of estate planning and administration, and charitable organizations. His practice has encompassed all areas of individual and family asset planning including design, drafting and implementation of family limited partnerships and related entities, public and private charitable entities, charitable remainder trusts, wills, insurance trusts, revocable (or “living” trusts) and other taxable and nontaxable gift transactions. His experience ranges from planning for the disposition of small simple estates through planning for management and disposition of complex estates with assets in excess of one billion dollars. Mr. Kaufman is a fellow of the American College of Trust and Estate Counsel. He was also named a “Texas Super Lawyer” by Thomson Reuters and a “Best Lawyer in Dallas” in the 2009 issue of D Magazine. Mr. Kaufman received both his B.A. degree in Psychology, with honors, and his J.D. degree from the University of Texas. As an undergraduate, Mr. Kaufman was elected to Phi Beta Kappa.
