John has experience working on the administrative side of trust administration.
At his time at the trust company, he focused on the administration of family trusts and special trusts. He then transitioned into a law firm assisting attorneys with estate planning and estate administrations. He has experiencing drafting estate planning documents like trusts, wills, advanced healthcare directives, and deeds. On the estate administration side, he has experience calculating distributions, funding trusts, notifying agencies of the death of a trustee, filing affidavits and deeds, and doing estate tax returns.
John now works in private wealth, assisting attorneys in trust administration, trust funding, and estate administrations.