Trust and Fiduciary Specialist

I am seeking a permanent full-time position with a Trust Company or in a Trust Department of a Financial Institution where my knowledge and experience in estate planning, fiduciary law, and taxation will contribute significantly to its service, growth and profitability. I am an attorney with an LLM in Taxation. I have practiced estate planning for over 16 years. I have been a partner of two law firms and the office managing attorney of a third where I managed its day to day operations. It was during my tenure as office managing attorney that the firm experienced its highest period of profitability. I am an effective consultant to attorneys. I design and assist clients to implement comprehensive and long range fiduciary and estate plans. I provide appropriate fiduciary guidance and administration to complex personal trust engagements. I ensure accounts comply with legal, regulatory and investment guidelines as well as the directive contained in trust documents. I interpret trust documents to guide fiduciary decision-making. I communicate effectively with grantors, beneficiaries and other interested parties and associated professionals with respect to those decisions, often during contentious family dynamics. I am an efficient, organized, and goal-oriented professional. Please contact me to schedule an interview with your company!

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