David Barrone Email & Phone Number

Greater Detroit Area

The Bible is many things to different people. To me, at its most basic, it is the story of how The Lord God is restoring his creation back to a perfect unity with Himself. In my case, he restored a once rebellious, self-centered person into a relationship with Himself and is helping restore me into better relationships with humankind. Quoting from an unknown source, “God lost something and wants it back.”My purpose now is to participate with God and fellow believers in this process of restoration. I am hardly perfect, and can only offer to the Lord access to whatever abilities I have letting Him use them however He chooses. May God restore us.

Michigan

Thirty years experience in the fiduciary business helping advisors and clients when they discover that a trustee or other fiduciary is needed for the client and their families' protection. My particular role is to be a facilitator during this difficult period, helping them sort out their needs, desires and options.Some situations might be: 1. Serving as a temporary fiduciary for a troubled situation while we investigate potential long-term answers for a better fiduciary relationship.2. Acting as initial conservator or as agent under a Durable Power of Attorney for a client as we collect information, protect assets and discuss potential resolutions.3. Working with a family's advisors to evaluate fiduciary options.

Nationwide

Promoted KeyBank to its financial advisors and bankers and provided technical advice in all markets -- 1) Created 40 to 50 estate plan reviews for KeyBank clients and prospects assessing tax and legal issues, 2) Achieved approximately 50% closing rate after first formal presentation,3) Developed more than 12 training programs increasing trust opportunities and improving advisor knowledge,4) Coached and mentored dozens of trust officers, managers, advisors and planners on the trust business,5) Helped advisors identify prospects for trust services and monitor their development,6) Recommended CCH Estate Planning software for national use after reviewing and piloting other software 7) Became expert in Delaware trust planning to take advantage of more flexible and useful state law provisions as well as transfer tax benefits.

Greater Grand Rapids, Michigan Area

At Comerica, 1) Administering a book of 80 high net worth trust relationships ($500k to over $20mm) and developing relationships with and programs for PaineWebber advisors in key cities to develop trust business for Comerica. 2) Monitoring trust account activity for compliance to the applicable document and relevant laws and regulations,3) Searched client circumstances for further planning opportunities as well as responding to inquiries with constructive ideas.

From 1985 through 1997, I worked in NBD Bank in West Michigan. In 1991, I was promoted from Trust Administrator to Trust Manager in a regional trust office. While managing an office of 8, I administered 90 personal trust accounts. During those years, I solidified some difficult client relationships, improved staff efficiency and customer service, uncovered useful alternatives for unprofitable accounts, and successfully lowered our audit risk profile

Greater Chicago Area

I worked in the Estate Settlement Group for Northern Trust in Chicago on approximately 40 estates ranging in values from $500K to over $15MM. Was responsible for reporting to the Probate Group on estate planning and administration decisions from the IRS.

After law school, I began my career in Battle Creek, MI managing approximately 120 accounts in the Battle Creek office of Michigan National Bank.

Doctor Of Law (J.D.), Estates, Trusts And Property, Cum Laude

Legal Education emphasizing property transfers and wealth transfer planning.

B.A. History, History And Political Science, Summa Cum Laude