WATERSTONE INVESTMENT COUNSEL - Key Persons

Job Titles:

• Partner at Plattenburg & Associates, Inc

Mr. Spenlau is a partner at Plattenburg & Associates, Inc., a regional CPA firm with offices in Cincinnati and Dayton, Ohio. Gary's practice is concentrated in tax related matters for individuals, small businesses, trusts and estates. He has been in practice since 1979, and is a member of the AICPA, and both the Ohio and Kentucky Society of CPAs. Gary is a strong proponent for tax planning and analysis of tax related transactions before they take place, and encourages year-end tax-planning in order to avoid "springtime surprises".

Mr. Wurster has been a practicing attorney in Cincinnati since 1974. He specializes in generational wealth transfer, including Will and Trust drafting, and in matters involving the probate administration of estates. He is a graduate of Franklin and Marshall College, A.B. 1971, and the University of Mississippi Law School, J.D. 1974. Walter has served both as a Judge and Magistrate in Hamilton County, Ohio, as well as a Chair of the Common Pleas Arbitration Panel. He is currently a member of the Ohio State and Cincinnati Bar Associations. His approach to formulating an estate plan for his client is to first and foremost listen to the client's wishes; then go about analyzing the facts and circumstances unique to the client, working closely with the client in development of a specific plan best suited to match their expressed goals.​