Rob Erickson Email and Phone Number
Rob Erickson work email
- Valid
- Valid
- Valid
Rob Erickson personal email
Rob Erickson phone numbers
Rob Erickson is a Senior Vice President - Managing Director of Wealth Strategy at Ascent Private Capital Management of U.S. Bank. He possess expertise in administrative law, courts, legal writing, legal research, appeals and 11 more skills.
Ascent Private Capital Management Of U.S. Bank
View-
Managing Director Of Wealth StrategyAscent Private Capital Management Of U.S. Bank Oct 2023 - PresentMinneapolis, Minnesota, Us
-
Senior Vice President - Trust AdvisorCity National Bank Feb 2022 - Oct 2023Los Angeles, Ca, Us -
Corporate Vice President - Advanced Planning ConsulantNew York Life Insurance Company Jul 2019 - Feb 2022New York, New York, Us- Consult, strategize, and recommend personalized estate planning, business planning, and taxationsolutions for high net worth/affluent clients.- Work with outside attorneys, CPAs, and other professionals to implement suggested strategies.- Develop and present seminars and educational material to Clients and Agents on topics relating toEstate Planning and Taxation, Business Succession Planning, Non-qualified Deferred Compensation/ Employee Benefit plans, Multi-Generational planning, cash leverage, and investment/insurance strategies.- Review and recommend use of IGITs, ILITs, Dynasty Trusts, Buy/Sell Arrangements, Deferred or Compensation Plans, and Irrevocable Trusts; including the review of current estate planning and business documents.- Research and recommend solutions for high net worth clients on various estate, business succession, and taxation issues. -
Estate Specialist - Specialized Wealth Management ServicesWells Fargo Aug 2017 - Jul 2019San Francisco, California, Us- Review, analyze, perform financial and legal risk review, and make business acceptance decision on all death settlement business opportunities for the Mid-Atlantic market when Wells Fargo is named as aFiduciary in estate planning documents.- Address Income Tax, Estate Tax, Generation Skipping Tax, and Fiduciary Income Tax issues.- Advise internal counsel and field associates on Will and Trust provisions as well as the handling ofspecialty assets, including Closely Held Businesses, Real Estate and Oil and Gas interests.- Create, update and revise multi-state legal matrix of Trust and Probate laws.- Manage all aspects of Trust and Estate administration when Wells Fargo Bank is named as a fiduciary.- Establish, fund, and advise internal partners on the future administration of resulting trusts. -
Senior Trust OfficerWells Fargo Aug 2015 - Aug 2017San Francisco, California, Us
-
AttorneyThree Pointe Land & Title Mar 2014 - Aug 2015Contract Attorney for Oil and Gas Broker- Manage and counsel a field land office of Landmen on various legal and business issues regarding title issues, lease provisions, bonus and royalty terms, and the general procurement of leases.- Update out of date Title Opinions and advise Landmen on the proper curative action to take. - Experience researching, examining, curing and analyzing Drill Site title portfolios. - Review and revise lease packages prior to Lessor’s execution to verify accuracy, mitigate future curative work and ensure compliance with key surface and mineral lease terms from the Client.- Interpret Trust and Will provisions for internal Landmen and advise on the best courses of action. - Extensive experience negotiating bonus terms, royalty terms and lease provisions with Lessors.- Experience drafting, updating and utilizing mineral ownership reports.
-
Associate AttorneyThe Greening Law Firm Aug 2013 - Mar 2014- Draft Trusts, Pour Over Wills and various Texas specific and Federal estate planning documents.- Collaborate with other attorneys to create effective plans to mitigate tax liability for clients including LLCs, FLPs, Retirement Fund Trusts and Contracts for Sale of business interests into Heritage Trusts. - Develop executive summaries to educate clients via descriptive explanations and visuals of Trust distributions and other similar provisions. - Draft and submit deeds transferring property into Irrevocable Living Trusts, LLCs and FLPs.
-
Summer Legal InternBritt Law Group Jun 2012 - Aug 2012- Researched and drafted memos on construction contract and commercial cases for firm’s attorneys.- Utilized research to advise supervising attorney on various existing commercial construction case law.- Contributed substantial research on a brief submitted to the Federal 9th Circuit Court of Appeals.
-
Judicial ExternArizona Court Of Appeals Jan 2012 - May 2012Legal Extern for the Honorable Judge Patricia Orozco- Drafted, edited and presented memorandum decisions for discussion at judicial panel conferences.- Conferenced with Judges and Clerks to discuss proposed memorandum decisions.- Performed citation and record checks on opinions and memorandum decisions to verify accuracy.- Conducted extensive research on the legal issues in controversy for pending appeals.
-
Student Research Fellow, Center For Law And Global AffairsSandra Day O’Connor College Of Law Sep 2011 - Apr 2012Phoenix, Az, Us- Earned selection as member of a team that researched and drafted an amicus brief for submission to the Inter-American Court of Human Rights, in which the Court ruled in accordance with our argument. -
Judicial ExternOklahoma Court Of Civil Appeals May 2011 - Jul 2011Judicial Extern for the Honorable Judge Jane Wiseman- Drafted memorandum opinions for the Judge on assigned cases.- Researched and analyzed trial court records, appellate briefs and relevant case law to cases on appeal.- Wrote case summaries for publication in the Oklahoma Bar Journal.
Rob Erickson Skills
Rob Erickson Education Details
-
New York University School Of LawTax Law/Taxation -
Sandra Day O’Connor College Of Law At Arizona State UniversityLaw
-
Arizona State UniversityMinor In Business
Frequently Asked Questions about Rob Erickson
What company does Rob Erickson work for?
Rob Erickson works for Ascent Private Capital Management Of U.s. Bank
What is Rob Erickson's role at the current company?
Rob Erickson's current role is Senior Vice President - Managing Director of Wealth Strategy.
What is Rob Erickson's email address?
Rob Erickson's email address is ro****@****rgo.com
What is Rob Erickson's direct phone number?
Rob Erickson's direct phone number is (800) 956*****
What schools did Rob Erickson attend?
Rob Erickson attended New York University School Of Law, Sandra Day O’connor College Of Law At Arizona State University, Arizona State University.
What skills is Rob Erickson known for?
Rob Erickson has skills like Administrative Law, Courts, Legal Writing, Legal Research, Appeals, Corporate Law, International Law, Estate Planning, Oil And Gas Law, Real Estate Transactions, Real Estate Law, Criminal Law.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial