Trust laws have been evolving in light of changes to the investment landscape and the demand for options regarding trust administration and investment of trust assets. The result is more flexibility in trust design now available in some states.
As a leader in Specialized Trust Services, Northern Trust has established expertise in flexible trust jurisdictions that offer strategic advantages.
In light of changes to the investment landscape and the demand for options regarding trust administration and investment of trust assets, some states have adopted flexibility in trust design.
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.
Dave is the President of The Northern Trust Company of Delaware, a Delaware limited purpose trust company in Wilmington, Delaware. In this role, he is responsible for the oversight of Northern’s Delaware office which was opened in 2004 and now has over $23 billion of assets under custody.
Prior to managing Northern’s Delaware office, Dave served as the National Trust Specialist for Northern Trust. In that role he was responsible for working with clients and prospects, professional advisors, and Northern partners in developing solutions involving Northern’s Nevada and Delaware trust capabilities.
With over 30 years of experience in the trust, wealth, and estate management industries, Dave is dedicated to serving the complex needs of those seeking expert advice on ways to leverage the most tax-advantaged jurisdictions in the United States, with the goal of preserving multi-generational wealth for high-net worth individuals and families.
Prior to joining Northern, Dave was an attorney with Gordon, Fournaris & Mammarella, P.A. (GF&M), where he primarily focused on the unique aspects of Delaware trust law. 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 ultimately served as Managing Director & President of J.P. Morgan Trust Company of Delaware.
Dave holds a Juris Doctor degree from The University of North Carolina School of Law and an M.B.A. from The University of Miami. Dave also earned a Certified Financial Planning® designation and is a member of the Society of Trusts and Estates Practitioners (STEP), the Estate Planning Council of Delaware, and the Wilmington Tax Group. He is a member of the New York and Pennsylvania bars, and an Associate Member of the Delaware Bar.