Over 25 years of experience in the fiduciary space enable me to serve as trustee as well as helping to educate other trustees. In addition to my experience as an attorney with an estate planning and probate practice, I also worked as a bank trust officer for 21 years, and was trust department manager for Alabama and Florida.
I also served on the board of the Trust Division of the Alabama Bankers Association for 15 years, and was the President of the organization in 2022. In 2023, I was President of the Northwest Florida Estate Planning Council, and am also a member of the Mobile Estate Planning Council and the Emerald Coast Estate Planning Council.
Services
Accepting New Clients
Yes
Accepts Trusts/Business in Other States
Yes
Services Offered
Trustee, Trustee - Successor, Trustee - Coach / Consultant, Trust Protector, Attorney, Mediator / Conflict Resolution, Estate Executor / Administrator
Types of Trusts / Specialties
Businesses in Trusts, Real Estate in Trusts, Directed Trusts, Discretionary Trusts, Alternate AssetsContact Mark
251-398-0081
358 St. Louis Street Mobile, Alabama 36602