Patrick Andrew Koontz

My practice includes estate and trust planning and administration, elder law, business organization, and real estate.  For over 20 years, I have worked in the estate and financial planning industry helping clients define and achieve their goals. Through collaborative planning, I assist clients to reach tailored results which address their concerns and match their needs and wishes.  I worked in private practice in Evansville for six years primarily assisting clients with developing estate and trust planning and administration and elder law strategies. Next, I worked for seventeen years in the financial industry in Evansville as a Trust Officer. I focused on helping clients manage complex estate, financial, and familial circumstances. I worked with all types of individuals and families to help them understand and execute estate and trust planning and administration, navigate elder law matters, administer foundations and giving strategies, and coordinate retirement and financial planning.