HOW FLEXIBLE TRUST LAWS CAN BENEFIT YOUR CLIENTS
HOW FLEXIBLE TRUST LAWS CAN BENEFIT YOUR CLIENTS
A Discussion of Nevada and Delaware
featuring:
DAVID A. DIAMOND
Senior Vice President & National Trust Specialist
The Northern Trust Company
and
KERRY J. HALL
Vice President & Senior Trust Advisor
The Northern Trust Company of Nevada
This program has been reviewed and approved for continuing education credits for attorneys, CPAs, CTFAs and CFP® professionals.
DAVID A. DIAMOND
Dave joins Northern Trust as Senior Vice President and National Trust Specialist. With 27 years of experience in the trust, wealth, and estate management industries, Dave is dedicated to serving the complex needs of all those seeking expert advice on ways to leverage the most tax-advantaged jurisdictions in the United States, with the goal to preserve multi-generational wealth for high net worth individuals and families.
Dave is a highly respected Trust Attorney from Gordon, Fournaris & Mammarella, P.A. (GF&M), where he primarily focused on the unique aspects of Delaware trust law, which included directed trusts, dynasty trusts, asset protection trusts, and Delaware Statutory Trusts. Prior to practicing law with GF&M, Dave enjoyed 25 years with J.P. Morgan. There he began his career as a trust officer, and excelled within the firm to ultimately serve as Managing Director & President of J.P. Morgan Trust Company of Delaware. His responsibilities included client relationship management, wealth advisory, strategic planning, business development, marketing, business governance and compliance. Also during his tenure, Dave created and served as chief presenter of the “Delaware Trust Advantage,” an insightful marketing presentation for trust attorneys, delivered nationwide.
KERRY J. HALL
Kerry is a Vice President and currently serves as Senior Trust Advisor of The Northern Trust Company of Nevada. She is responsible for specialized trust services that meet the complex and multi-faceted needs of high-net worth individuals and families. She manages Nevada trusts that are focused on the potential elimination or minimization of state income taxes, wealth enhancement with dynasty trusts, investment and distribution flexibility through directed trusts, and asset preservation through asset protection trusts.
Kerry joins us with over 25 years of experience in trust administration and relationship management. Prior to joining The Northern Trust Company of Nevada, Kerry held the position of Senior Trust Relationship Manager with The Private Client Reserve at U.S. Bank. As part of her role Kerry served clients in Arizona, California and Nevada.
Kerry is a graduate of the Cannon Trust School and holds a Trust and Financial Advisor Certification. She is also a member of the Southern Nevada Estate Planning Council.
