Adam Etzel, J.D., Ll.M. Email & Phone Number

Camp Hill, Pennsylvania, United States

Camp Hill, Pa

Manage the settlement of estates and revocable trusts that are generally in excess of $1 million dollars where PNC has been appointed to serve in a fiduciary capacity; Review wills, trust agreements, financial records, legal agreements to ensure the proper administration of an estate in accordance with the governing document and state law; Identify, secure, collect, and obtain a value for a wide variety of assets and interests held by the decedent at death; Handling unique and sometimes difficult assets such as real estate, closely held business, and valuable tangible personal property;Assist in gathering the necessary information and the preparation of the inheritance tax return;Serving as the main point of contact for beneficiaries, co-fiduciaries, and interested parties throughout the estate settlement process and navigating difficult family dynamics;Identifying issues that create risk and collaborating with senior leadership, internal counsel, and attorneys to mitigate risk to the PNC Bank and to the estate; Meeting with clients, potential clients, and attorneys to explain the benefits of PNC’s executor servicesServe as President of the iGEN Employee Business Group for Central PA Market to promote intergenerational inclusivity and development

Pittsburgh, Pa

Managed approximately 40 to 50 complex fiduciary accounts through the closing process where PNC’s role as trustee or guardian has ended;Reviewed governing documents and ensured accounts were administered according the governing document and state law; Assessed and evaluated accounts for potential risk to the bank and collaborate with internal legal, market managers, and outside counsel to mitigate risk and/or resolve issues; Served as point of contact for clients, co-fiduciaries, and outside counsel and navigating difficult family dynamics; Review completed legal work for accuracy and escalate to internal legal based on PNC policy and risk; andTraining and mentoring a Closing Specialists on job duties, expectations, and PNC policy and procedure.

Jamestown, New York Area

Drafted interrogatories, document demands, and answers to interrogatories. Conducted client interviews. Provided legal research and research memoranda on immigration, landlord-tenant, public benefits, foreclosure, repossession, and other topics. Assisted with Family Court preparation.

Greensboro/Winston-Salem, North Carolina Area

Conducted comprehensive legal research and drafted research memoranda in preparation for upcoming hearings. Drafted questions to be asked at hearings. Drafted proposed orders to remove Personal Representatives. Audited estate, trust, and guardianship Inventories, Annual Accountings, and Final Accountings. Conducted qualification interviews of Personal Representatives to begin probate proceedings. Assist the public with the probate process.

Cranberry Twp., Pa

Write, send, and follow up on engagement letters to develop new relationships and new clients.Research and make recommendations for building client relationships.Proofread, edit, and format legal documents. Develop flow charts to help clients understand legal processes. Update clients files and records to provide strategic approaches for contacts and tasks.

Robert Morris University

Serve as an indirect support person for all tasks related to event planning, tracking and set up.Participate in various aspects of the gift cycle:Attend events with the IA group, and independently, to represent IA at various giving opportunities on campus.Collect, report and record gifts as received.Supports reporting by providing data for more in depth departmental reports.Work in a supportive role with advancement staff to cultivate and solicit donors for University-wide priorities. Plan and present mini-fundraising presentations as requested.Use the departmental software, Raiser’s Edge, records event attendee and donations, maintain contact information and perform various data entry updates.Responsible for tracking and reporting hospitality items needed in the department at large. Monitor supplies regularly and reports to the Secretary II, Marketing, any items needed for the kitchen areas.Previous Positions: Data Entry Assistant: I accurately file and organize contact information cards, update and analyze alumni information, and enter that information into the Raiser's Edge Database. As well as, e-mail alumni to update their information on file. My job is imperative to the university to keep accurate record of alumni contact information so that way they can continue to have a relationship with alumni. Manage the RMU Phonathon Facebook page.Student Caller: I contacted alumni via telephone and utilized cold calling sales strategies to procure donations for the university. I was also to inform alumni of university news.

Master Of Laws - Llm, Tax Law/Taxation

Juris Doctor, Law

Activities and Societies: Moot Court Board, Student Bar Association, Phi Alpha Delta, Family Law Society, Mentor for First Year Law.

Bachelor Of Science (Bs), Marketing

Activities and Societies: Alpha Phi Delta, Student Philanthropy Ambassadors, American Marketing AssociationMinor in Computer Information.