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Professional Bio
• Served as a corporate fiduciary responsible for administering $60+ million in trust and estate assets, exercising discretion under governing instruments and state and federal law.
• Conducted quasi adjudicative analyses of beneficiary disputes, fiduciary claims, and trust interpretation issues requiring neutral application of legal standards.
• Evaluated legal sufficiency of claims, credibility of supporting documentation, and compliance with regulatory and tax requirements.
• Comfortable making discretionary distributions by taking into account the "whole picture"
• Worked closely with internal and external counsel on contested matters, probate proceedings, and court supervised administrations.
• Trust administration focused on creating a lifelong relationship with clients
• Conducted quasi adjudicative analyses of beneficiary disputes, fiduciary claims, and trust interpretation issues requiring neutral application of legal standards.
• Evaluated legal sufficiency of claims, credibility of supporting documentation, and compliance with regulatory and tax requirements.
• Comfortable making discretionary distributions by taking into account the "whole picture"
• Worked closely with internal and external counsel on contested matters, probate proceedings, and court supervised administrations.
• Trust administration focused on creating a lifelong relationship with clients