Available for advising and counseling both individuals and organizations on charitable planned giving and planned giving programs. Using trust adminstration and legal background, provide both review and guidance on trust fiduciary issues and render opinions on appropriate actions to take to resolve issues between trustees and beneficiaries. Also available to act as an interim advisor or director for charitable organizations and as a third party trustee to manage trusts on an interim basis.

A joint position focusing on assisting in coordinating planned giving efforts as part of the major gifts program for both institutions.

previously served as Secretary. Member of Finance Committee during entire tenure. Served on investigative committee for capital campaign for purchase and fitting of new distribution center. Advised development staff on law changes that impacted giving and on creation of a planned giving program and endowment fund. Serve on Finance Strategic Planning Committee.

Personal Trust Managing Director, 2007-2010. As part of the senior management team managed a group of 20 personal trust administrators and support staff and served as in house legal counsel and litigation manager. Areas under my supervision included charitable services, retirement planning, probate and estate tax, post mortem planning and discretionary trust distributions. Provided leadership to the management team that led the St. Louis office through a major transition in the service model for delivering trust and investment services at U.S. Bank. Manager, Estate and Retirement Services, 1997-2007. Led a team that provided IRA administration and retirement planning, probate and estate tax services and post mortem estate and tax planning for the St. Louis market and other offices in Missouri and central Illinois. Served as in house legal counsel and chair of the trust discretions committee and the post mortem planning committee.Met or exceeded sales and business development goals in almost all years. In 2004 was awarded the Pacesetter Award given to the 20 people with the best sales results in the entire U.S

Served on two allocations panels to determine funding and monitor performance of United Way agencies. Chaired Basic Needs panel and served on United Way Allocations Committee for 4 years.Served on boards and raised funds for various organizations for over 30 years including the First Unitarian Church of St

Was the lead trust officer in the Estate Services group providing administrative services for probate estates, post mortem trust administration and estate tax planning and preparation. Helped create a separate unit focusing on retirement planning and IRA administration and the first formal post mortem planning team for the company.

Administered a significant book of trust relationships including accounts with large farm holdings. Supervised the trust administration staff during a management transition. Later served as trust counsel.

Partner in a general practice law firm with primary practice areas being real estate transactions, estate planning, probate and estate taxation, and personal and fiduciary income taxation. Community Involvement