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Linda Vaughan Email & Phone Number

Senior Trust Officer at TrustBank
Location: Phoenix, Arizona, United States 7 work roles 2 schools
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Current company
Role
Senior Trust Officer
Location
Phoenix, Arizona, United States

Who is Linda Vaughan? Overview

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Linda Vaughan is listed as Senior Trust Officer at TrustBank, based in Phoenix, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Linda Vaughan.

Linda Vaughan previously worked as Administrative Law Judge at Arizona Office Of Administrative Hearings and Real Estate Investor at Self-Employed. Linda Vaughan holds Doctor Of Law - Jd, Law from University Of Detroit Mercy School Of Law.

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TrustBank

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About Linda Vaughan

Linda is a Trust and Estates Attorney whose practice has been primarily focused in the area of domestic and international estate planning, asset protection, and entity formation and governance for high net worth individuals and their families. Linda Recently moved to Scottsdale, Arizona, and will be working as an Administrative Law Judge for the State of Arizona (Office of Administrative Hearings). She is licensed to practice law in Florida and Michigan.

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Linda Vaughan's current company

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TrustBank
Trustbank
Senior Trust Officer
Birmingham, MI, US
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7 roles · 17 years

Linda Vaughan work experience

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Senior Trust Officer

Birmingham, Mi, Us

Administrative Law Judge

Current
Arizona Office Of Administrative Hearings

Phoenix, Az

Responsible for preparing, conducting and reviewing quasi-judicial, administrative hearings. The decision rendered is a final appealable decision in Unemployment Insurance, Public Assistance, and/or Tax and Labor Disputes. Responsible for handling appeals in over 35 different programs. Providing a fair and impartial due process proceeding, at which most parties are unrepresented by attorneys, which includes, but, is not limited to: taking testimony and evidence, making a complete legal record and ensuring that due process rights are afforded to all parties. Performing legal analysis, weighing and appraising testimony and evidence to determine operative facts, applying due process and pertinent legal authority, to make a final decision. Responsible for drafting and rendering clear, succinct, thoughtfully reasoned and legally correct written decisions within very short and strictly mandated deadlines. - Responsible for oral communication, in accordance with ex parte rules to parties, including laypersons, regarding submission of evidence, burden of proof, administrative procedures, appeals process, and other clarifying information, and documenting such communication for the case-record.

Jul 2021 - Present

Real Estate Investor

Self-Employed
2016 - Jul 2021

Luxury Stylist

Naples, Florida, United States

Saks Fifth Avenue is the best luxury retail store in the world. The Style Advisor has a strong working knowledge of the store, the designers it carries as well as the many services offered and they use this knowledge to provide customers with personalized assistance to enhance and elevate their shopping experience. Utilized opportunity to build teams by bringing others together when necessary to create a sense of community and build morale and spirit in my team. As such, I lead through results often going above and beyond my set goals. I was consistently a top performer and elevated the performance of others. When I terminated my employment, I was also the top credit card account opener in the store. I was often innovative with a mindset that generated a variety of different approaches to problem solving including new and novel ideas.Was part of a world-class team which allowed me to think and act like an owner-operator. Responsible for driving my individual business by providing outstanding service to each client in an exclusive space while establishing new accounts and building overall sales volume. Maintained a consistent high level of customer service by creating and developing excellent client relationships. Initiated and utilized store events in order to recruit new clients, increase sales, and develop existing client relationships. Proactively generated and shared ideas on ways to develop my individual business opportunities and maximize sales to achieve or exceed goals. Ulitized SFA's online clientele resource tools to record and maintain client information and preferences to drive my business.

2017 - 2019 ~2 yrs

Trusts And Estates Attorney

Elizabeth Morgan & Associates, Llp

Naples, Florida

Practiced primarily in the area of international estate planning, asset protection, and entity formation and governance for high-net-worth individuals and their families. Involved with management of complex trust and business structures established by clients of the firm. Provided services on behalf of clients, including initial establishment and maintenance of trust and business administration systems, monitoring of fees charged by outside vendors in relation to the structure, processing information from domestic and foreign trustees, investment advisors, custodian banks, and various other related professionals, and facilitation of contributions to, distributions from, and transactions with trusts and other entities. Coordinate and monitor reporting to the applicable authorities (tax and otherwise) that is required in relation to the domestic and foreign trusts and business structures established. Prepare various tax returns (IRS Form 709 Gift Tax Returns, IRS Form 1040 and corresponding schedules, and many other IRS tax reporting forms) and FBARs/FinCEN Form 114s. Work with clients to comply with the Offshore Voluntary Disclosure Procedures (OVDP).

2014 - 2016 ~2 yrs

Senior Associate Attorney

Naples, Florida, United States

Practiced in the areas of tax and estate planning for high net worth individuals. Drafted estate planning documents including wills, ancillary documents, disability documents, revocable trusts, irrevocable trusts, and dynasty trusts. Worked with individuals and families on sophisticated domestic and international estate planning, life insurance planning, trust and estate settlement, and estate, gift, and generation skipping transfer tax planning. This included foreign and domestic trusts and asset protection structures. Assisted clients with ownership and succession issues related to investments in real property through the use of closely held and family business entities, as well as the transfer of family homes through the creation and administration of qualified personal residence trusts (QPRTs). Also counseled clients regarding the creation, ownership, and transfer of interests in closely held family business entities to accomplish a wide variety of wealth succession and family planning goals.

2013 - 2014 ~1 yr

Associate Attorney

Law Offices Of Joe B. Cox

Naples, Florida

Practiced in the areas of Florida domicile planning, gift and estate planning and wealth succession for high net-worth individuals and their families, and probate estate and trust administration. Drafted estate planning documents including premarital agreements, living wills, durable powers of attorney, wills and revocable and irrevocable trusts including irrevocable life insurance trusts (ILITs) and qualified personal residence trusts (QPRTs). Prepared corporate documents used in formation of corporate entities such as LLCs.

2010 - 2013 ~3 yrs
2 education records

Linda Vaughan education

Bachelor Of Business Administration - Bba, Business Administration

Activities and Societies: Chi Omega Sorority - Social and Civic Chairman Future Business Leaders Club (Founder) Accounting Club Enactus.

FAQ

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What company does Linda Vaughan work for?

Linda Vaughan works for TrustBank.

What is Linda Vaughan's role at TrustBank?

Linda Vaughan is listed as Senior Trust Officer at TrustBank.

Where is Linda Vaughan based?

Linda Vaughan is based in Phoenix, Arizona, United States while working with TrustBank.

What companies has Linda Vaughan worked for?

Linda Vaughan has worked for Trustbank, Arizona Office Of Administrative Hearings, Self-Employed, Saks Fifth Avenue, and Elizabeth Morgan & Associates, Llp.

How can I contact Linda Vaughan?

You can use AeroLeads to view verified contact signals for Linda Vaughan at TrustBank, including work email, phone, and LinkedIn data when available.

What schools did Linda Vaughan attend?

Linda Vaughan holds Doctor Of Law - Jd, Law from University Of Detroit Mercy School Of Law.

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