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Idaho Trust Administration Expert #46352

I have 29 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 QTIP trust, trustee fiduciary duties, and trustee conflicts of interest and self-dealing. I have over 28 years of experience managing a 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 trust and estate administration, fiduciary income and federal estate taxation, application of the Uniform Principal and Income Act, application of the Uniform Prudent Investor Act, and fiduciary asset management and disposal.

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