As the National Trust Specialist for Northern Trust, I travel across the country working with professional advisors, clients, and prospects helping them utilize specialized trusts in various jurisdictions including Delaware and other states. I also speak to groups across the country regarding trust laws in various jurisdictions.Northern Trust offers proactive expert advice and a broad array of capabilities including trust and estate services, investment management, financial planning, private and business banking, philanthropic advisory, family office solutions, and online services.

Adjunct Instructor for the Trust Management Minor at The University of Delaware, teaching Estate Planning. Also teaching Estate Planning for the Certified Financial Planning curriculum.

My practice focused on the unique aspects of Delaware trust law including directed trusts, dynasty trusts, asset protection trusts, and Delaware Statutory Trusts. Clients included trust companies, and individuals throughout the U.S. as well as offshore.

Head of J.P. Morgan Trust Company of Delaware, responsible for a team of over 30 professionals delivering the services a of a trust company serving a global client base. Also spoke to groups across the country regarding Delaware trust law.

I have held various positions within the trust practice at J.P. Morgan in New York, Palm Beach, Chicago, and Delaware.