Actuarial Consulting Services for Trusts and Estates


Blue Mountain Actuarial
is the entity through which Edward Heintzberger provides consulting actuarial services to lawyers and CPA's in connection with trust and estate matters. The company is headquartered in Walla Walla, Washington, within view of the beautiful Blue Mountains.

Expertise

  • Actuarial determination of partial interests in trusts and estates.
  • Valuation of lead and remainder interests in charitable trusts.
  • Partition of family trusts with many beneficiaries.
  • Self-canceling installment notes.

Experience

Mr. Heintzberger is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries. He is a co-founder of Heintzberger | Payne, a firm providing retirement plan administrative and investment advisory services since 1994. Read More About Edward Heintzberger.