Roger
McClure is a practicing attorney with over thirty years experience. He maintains
a business, estate and charitable planning law practice based in Virginia. His
undergraduate degree is in international Studies and he holds a Masters Degree
in Political Science from Northwestern University and a Juris Doctorate with
honors from the Ohio State University Law School.
McClure has conducted civil and criminal trials in local courts, represented creditors in bankruptcy proceedings, and litigated antitrust and trade regulation cases involving the largest corporations in America in federal regulatory proceedings. He served ten years in the Virginia legislature (House of Delegates), has been a radio talk show host, received a bronze star for service in Vietnam, and has written and published several books and numerous articles.
He is a sought after speaker nationally. Through the National Network of Estate Planning Attorneys and the Wealth Institute of Washington, McClure works with professionals in every state to assist their clients in solving problems and enhancing planning.
Ronald
B. Caballero, CLU began his career in the financial services field in 1961.
Today he enjoys a reputation as a nationally recognized authority on income,
estate and charitable tax planning and asset protection. His practice
includes ‘Values-Based’ Family Wealth Counseling process to create a
client’s Family Financial Philosophy and pass family values on to future
generations. Together with Roger McClure, he offers "Family Office"
Planning for individuals and families from $5 million to $150 million net
worth. They also, offer fully IRS Compliant Asset Protection strategies
not generally offered by other advisors.
Caballero assists affluent families, professionals and the owners of successful, closely held businesses in achieving their goals. He also provides ‘value-added’ service to CPAs, attorneys and insurance professionals throughout the United States. Together with attorney Roger McClure, Ron is a founding member of Fortress Heritage PlannersTM LLC… combining “Family Office” Planning and Family Wealth Counseling.
Caballero is a graduate of countless tax, estate planning and asset protection conferences and symposia. In order to stay on the cutting edge of his craft, He attends conferences, symposia and continuing education classes and spends hundreds of hours in self-study each year. His articles have appeared in regional and national publications. He has become a specialist in the use of individualized programs that provide remarkably efficient means of reducing income taxes, reducing or eliminating estate transfer costs enabling effective family business succession to future generations. His varied and extensive background and training permit him to provide unique insight, client guidance and ‘value-added’ practice support not available from other advisors.
Along with affiliated attorneys, Caballero has been influential in promoting charitable tax planning by showing individuals/families the tax and income benefits of “voluntary” philanthropy…in lieu of “involuntary” philanthropy (taxation).
Among his many achievements Caballero has regularly had articles published on a variety of tax planning subjects. Since 2000 he has served as editor of the Estate Planning Newsletter for the Society of Financial Service Professionals. Read a more complete list of Caballero's Career Highlights.