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Jerry Reiss ASA**

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Subject:Recommendation
Date:4/12/2010 2:24:24 P.M. Eastern Daylight Time
From:cgjones@cfl.rr.com
"I recently required an actuary to compute the value of various beneficiaries' interests under a terminating trust, and retained Jerry Reiss to assist with same.  There were numerous complicating factors in determining the amount of entitlement for each of the current income beneficiaries.  Mr. Reiss clearly outlined the methodology he proposed to use prior to beginning the calculations so that most of the parties would be comfortable with same prior to the majority of the work being undertaken.  At the conclusion of the assignment, Mr. Reiss provided us with a well reasoned and thorough analysis of the value of all beneficiaries' interest in the trust.  I  would gladly use Mr. Reiss again as an actuary in a trust matter."

 

 

Christopher Jones

Giles & Robinson, P.A.

401 N. Mills Avenue, Suite A

Orlando, FL 32803

(407) 425-3591 Ext. 403

Facsimile: (407) 841-8171

cgjones@cfl.rr.com