Justin Meyer Email & Phone Number

Clayton, Mo, Us

Minneapolis, Mn, Us

• Supervised trust administration teams for the East Region and the national Estate Settlement Services team.• Served as a liaison between the trust administration and business development executives to foster cooperation and coordination for delivering comprehensive wealth management services to high net worth clients.• Served as liaison between trust administration and trust tax to identify opportunities to create and deliver solutions to achieve enhanced client service.• Guided teams through merger of metropolitan and community wealth management service delivery models.• Prepared trust teams for successful OCC and internal examinations.• Served as Personal Trust Executive Committee member.

Minneapolis, Mn, Us

• Managed three teams of trust officers and trust associates, 16 individuals in total, responsible for the administration of accounts based in the St. Louis and Kansas City markets.• Led trust officers through regionalization of and transition to team-based trust administration.• Maintained communication with market leaders and local private wealth advisors to effectively maintain and expand client relationships.• Coached trust officers and trust associates to achieve their goals of retention, deliver a high level of client service and adhere to exemplary fiduciary standards of administration.

Minneapolis, Mn, Us

• Managed a team of three Wealth Trust Advisors within the St. Louis Market.• Guided the team through reorganization.• Established standards and goals for a newly created position of client advisors with business development and estate planning advisory goals.• Coached team to successfully achieve team goals for sales and revenue.• Won 2019 U.S. Bank Wealth Management Legends of Possible Award for one of the top business development wealth trust advisor teams in the organization.• Continued to maintain a book of business.

Minneapolis, Mn, Us

• Supervised a team of 15 trust officers and trust associates within the St. Louis market.• Assisted in the development trust officers’ and associates’ administration skills and professional goals.• Coordinated communication concerning ongoing legal matters among outside counsel, internal legal counsel, and local market leader, and participated in strategic decisions.• Won 2016 & 2017 U.S. Bank Wealth Management Elite / Legends of Possible Awards for one of the top business development trust officer teams in the organization.• Continued to administer a full book of business.

Minneapolis, Mn, Us

• Won 2013, 2014 & 2015 U.S. Bank Wealth Management Elite Awards for one of the top business development trust officers in the organization.

Minneapolis, Mn, Us

• Administered revocable trusts, dynasty trusts, ILITs, GRATs, charitable remainder and lead trusts, private foundations, cemetery perpetual need trusts, special needs trusts, probate estates, conservatorships, IRAs and agency accounts on behalf of high net worth clients.• Advised clients on estate planning methods to minimize transfer and income taxes, for creditor protection and to incentivize positive behavior from latter generations.• Communicated directly and substantially with clients, beneficiaries, accountants and attorneys for all parties in account administration.• Coordinated and participate in internal client relationship reviews.• Expanded client relationships and achieve sales and revenues goals annually.• Administered conservatorships, probate estates and trust estates.• Prepared federal estate and gift tax returns and state estate and inheritance tax returns for clients and their families.• Prepared applications for 501(c)(3) tax-exempt status for clients’ charitable foundations.• Prepared final income tax returns for deceased clients.• Responded to federal and state audits of estate tax returns.• Conducted efficient and effective legal research concerning issues primarily relating to federal and state estate tax and probate and trust administration.

Us

• Represented clients of a boutique firm that specializes in estate planning and real estate matters.• Drafted revocable trust agreements, trust amendments, wills, codicils, durable powers of attorney, antenuptial agreements, real estate contracts, deeds, shared water well agreements, releases, settlement agreements, assignments and corporate formation documents.• Prepared applications, petitions and settlements for conservatorships and probate estates.• Prepared pleadings, discovery requests and responses and judgments in actions concerning breach of real estate contracts, breach of implied warranties, rent and possessions, adverse possession, access to roads (declaratory judgment) and interference with rights of easements (injunction). • Managed probate and trust estate administrations for clients.• Communicated directly and substantially with clients regarding informational and investigative interviews for case assessment and development, hearing preparation and ongoing status communications. • Conducted efficient and effective legal research concerning issues primarily relating to probate and trust litigation and estate matters.

Saint Paul, Mn, Us

• Represented Minnesota’s second largest county in hundreds of court hearings concerning civil contempt, paternity, support and other family law related issues. • Negotiated favorable settlements with opposing counsel and pro se clients.• Drafted extensive motions, orders and briefs on behalf of Ramsey County.• Conducted legal research for the County concerning family law issues.

Springfield, Missouri, Us

• Completed various tasks for primarily plaintiffs’ medical malpractice law firm, including preparing trial exhibits, serving subpoenas and special process summons and other day-to-day office tasks.

• Warehouse and demolition worker for family-owned union mechanical contractor

Master Of Laws (Ll.M.), Taxation

Doctor Of Law (J.D.)

Bachelor Of Science (B.S.), Political Science