Tax Matters Expert #02B791

Accountant, Southwestern US

I have 50 years of experience in the field of taxation, with specific knowledge of probate and trusts, notary law, and forensic accounting. I have published on such topics as accounting for trusts and estates, wills and trusts, and accounting for lawyers. I have testified 50 times on topics such as notary law, accounting malpractice and lawyer malpractice.

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  Tax, Securities, Fraud, Planning Expert #22C2E5

Attorney, Mid-Atlantic US

I have 24 years of experience, and specialize in the field of estate planning with specific knowledge in the areas of generation skipping taxes, qualified plans and individual retirement account distributions planning and laws and trust planning. I have published on such topics as individual retirement account distribution planning. I have testified on fiduciary issues in trust administration, securities fraud and individual retirement account distribution rules.

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  Trusts, Private Banking Expert #226B8A

Principal, Midwestern US

I have 15 years of experience, and specialize in the field of trusts, private banking with specific knowledge in the areas of trust administration, trust regulation and private banking. I have published on such topics as none. I have testified 15 times on topics such as trust administration, discretionary distribution and investments.

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  Trust Services, Custody Expert #22B549

Partner, Southeastern US

I have 43 years of experience, and specialize in the field of trust and custody with specific knowledge in the areas of master trust, master custody and institutionally managed portfolios. I have published on such topics as master trust. I have testified 6 times on topics such as customary custodial practices, master trust and custody and directed trustee responsibilities. I have been associated with, and mentored by, the very highest caliber trust officers, plan sponsors, investment managers, and attorneys, and the result has been a unique career.

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  Investment, Administration, Tax Expert #22A88F

Professional Fiduciary, Trust Consultant, Western US

I have 28 years of experience, and specialize in the field of trust administration with specific knowledge in the areas of fiduciary standards of care, trust asset management and fiduciary best practices. I have testified on accounting for conduit entities owned by a qualified terminable interest property trust. I have over 28 years experience managing a wide variety of trust and estate assets, designing estate plans for high net worth clients, and creating custom financial solutions for unique family circumstances. This experience includes, but is not limited to, the following: trust and estate administration; fiduciary taxation, both fiduciary income tax and federal estate tax; application of the provisions of the Uniform Principal and Income Act; application of the provisions of the Uniform Prudent Investor Act; fiduciary asset management and disposal.

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  Trusts, Estates, Fiduciary Expert #227D61

Fiduciary Consultant, Mid-Atlantic US

I have 27 years of experience, and specialize in the field of trusts and estates with specific knowledge in the areas of estate and trust management, oversight and compliance and risk management. I have testified on prudent investor statute, trustee's discretionary distribution of trust funds. I was the chief fiduciary officer and corporate secretary for U.S. Trust Company, N.A. from 2003 to 2006, responsible for the oversight of the firm's fiduciary activities.

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  Estates, Tax, Tax Code Expert #20DEBF

Chairman, Mid-Atlantic US

I have 25 years of experience in the field of trusts and estates, with specific knowledge in the areas of tax, financial management, and asset protection. I have published on such topics as Uniform Trust Code, asset protection, fiduciary, and confidential relationships.

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  Estate Planning, Gift Tax Expert #202EE0

Midwestern US

I have 20 years of experience and specialize in the field of trust and estates, with specific knowledge of estate and gift taxation, estate planning and succession planning. I have published on creditor claims on non-probate assets.

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  Trust, Fidiciary, Settlement Expert #2236F9

Vice President, Southwestern US

I have 11 years of experience, and specialize in the field of trust administration with specific knowledge in the areas of document interpretation, special needs trusts and settlements.

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  Trust, Income Tax, Estates Expert #21F923

Trust and Estate Consultant, Southeastern US

I have 27 years of experience, and specialize in the field of income tax with specific knowledge in the areas of trusts, estates. I have testified on income taxation of trusts.

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  Revocable Trusts Expert #22210B

Trust Officer, Midwestern US

I have 10 years of experience, and specialize in the field of personal trusts with specific knowledge in the areas of irrevocable mineral trusts, farm and ranch management and asset management trusts.

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  Trustee, Wealth Planning Expert #22281E

Senior Wealth Advisor, Southwestern US

I have 25 years of experience, and specialize in the field of investment management and trust with specific knowledge in the areas of wealth planning, corporate fiduciary services and investments.

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  Trust Administration, Estates Expert #22519F

Senior Vice President, Southern US

I have 13 years of experience, and specialize in the field of personal trust administration with specific knowledge in the areas of trust administration, estate settlement and families.

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  Trustee, Deed of Trust Expert #21B3FE

Retired, Northeastern US

I have 40 years of experience, and specialize in the field of corporate trust with specific knowledge in the area of the role of an indenture trustee.

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