Scott P. Smith, Ctfa

Scott P. Smith, Ctfa Email and Phone Number

Account Manager and Estates @ J.M. Forbes & Co., LLP
Boston, MA, US
Scott P. Smith, Ctfa's Location
Boston, Massachusetts, United States, United States
Scott P. Smith, Ctfa's Contact Details

Scott P. Smith, Ctfa personal email

n/a
About Scott P. Smith, Ctfa

Experienced Account Manager with a demonstrated history of working in the investment management industry. Skilled in Estate Settlement, Securities, Income Tax, Management, Estate Tax Planning, and High Net Worth Individuals. Strong operations professional with a Bachelor of Arts focused in Political Science from University of Massachusetts, Amherst.

Scott P. Smith, Ctfa's Current Company Details
J.M. Forbes & Co., LLP

J.M. Forbes & Co., Llp

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Account Manager and Estates
Boston, MA, US
Website:
jmforbes.com
Employees:
26
Scott P. Smith, Ctfa Work Experience Details
  • J.M. Forbes & Co., Llp
    Account Manager And Estates
    J.M. Forbes & Co., Llp
    Boston, Ma, Us
    View
  • J.M. Forbes & Co., Llp
    Account Manager/Estates
    J.M. Forbes & Co., Llp Mar 2012 - Present
    Greater Boston Area
    Trust account management and trust operations for a book of approximately 285 accounts. Additional duties include the coordination of estate settlement for deceased clients.
  • Loring, Wolcott & Coolidge Trust Llc
    Trust Administrator
    Loring, Wolcott & Coolidge Trust Llc Apr 2001 - Mar 2012
    Provide professional fiduciary assistance to the trustees of various types of trust accounts including, but not limited to, Revocable Trusts, Irrevocable Trust, Court Trusts and Charitable Trusts in addition to functioning as a liaison between clients and their trustees. In depth analysis of applicable tax law and local statute. Analysis of client estate planning objectives.Review of estate planning and trust instruments for compliance with applicable terms and client desires and/or intentions during administration. Oversight of the opening and closing of accounts, custody issues, asset transfers, investment analysis, gift and estate tax analysis and retirement analysis. Office wide oversight and management of client loans, mortgages and promissory notes including writing loans and calculating payment schedulesImplementing and developing annual charitable and personal gift programs. Gift tax return preparation.Analysis, maintenance and administration of total return trusts under various state Uniform Principal and Income Acts.Mentoring of new trust administrators, writing and development of trust administration procedures and the creation and maintenance of trust administration training manuals.
  • Goodwin, Procter Llp
    Trusts And Estates Legal Assistant
    Goodwin, Procter Llp Jan 1996 - Apr 2001
    Duties consisted of assisting attorneys with general estate and trust administrationEstate settlement, probate court filings, probate court account preparation.Estate, gift, fiduciary and personal income tax preparation.Estate planning analysis and income tax analysis.Establishment and administration of private foundations.
  • Nutter, Mcclennan & Fish, Llp
    Senior Records Clerk/Probate Paralegal
    Nutter, Mcclennan & Fish, Llp Jan 1991 - Jan 1996
    Record keeping, archival of documents, conflict of interest research.Estate settlement, probate court filings, account allowance procedures, asset transfer and probate account preparation.

Scott P. Smith, Ctfa Skills

Estate Planning Trusts Probate Estate Tax Planning Asset Financial Services Investments Probation Tax Preparation Tax Law Estate Law Microsoft Office Asset Management Securities Management Wealth Management Trust Services Retirement Courts Income Tax Personal Trust Administration Account Management Charitable Trusts High Net Worth Individuals Retirement Planning

Scott P. Smith, Ctfa Education Details

Frequently Asked Questions about Scott P. Smith, Ctfa

What company does Scott P. Smith, Ctfa work for?

Scott P. Smith, Ctfa works for J.m. Forbes & Co., Llp

What is Scott P. Smith, Ctfa's role at the current company?

Scott P. Smith, Ctfa's current role is Account Manager and Estates.

What is Scott P. Smith, Ctfa's email address?

Scott P. Smith, Ctfa's email address is ss****@****fco.com

What schools did Scott P. Smith, Ctfa attend?

Scott P. Smith, Ctfa attended University Of Massachusetts, Amherst, Boston College High School.

What skills is Scott P. Smith, Ctfa known for?

Scott P. Smith, Ctfa has skills like Estate Planning, Trusts, Probate, Estate Tax Planning, Asset, Financial Services, Investments, Probation, Tax Preparation, Tax Law, Estate Law, Microsoft Office.

Who are Scott P. Smith, Ctfa's colleagues?

Scott P. Smith, Ctfa's colleagues are Benjamin Waddicor, Cmt®, Cima®, Andy Robberson, Paul Elias, Benjamin Popowich, Beth Colt, Jennifer M..

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