The Corporate Trustee in Today's Estate Plan
The Corporate Trustee in Today's Estate Plan
This session will explore the critical role of trustee selection in effective estate planning. Topics will include a comparison of corporate and individual trustees, the benefits and considerations of the co-trustee model, and the ways in which various professional advisors collaborate with corporate fiduciaries to serve clients' needs. The presentation will also highlight emerging trends as well as common questions and issues frequently raised by clients and professional advisors.
Speaker: Jennifer Alfieri
Jennifer Alfieri is Senior Vice President and Chief Fiduciary Officer for Tompkins. Jennifer joined the team in 2017 and oversees the trust and estate services for Tompkins. She has over 18 years of experience in the trust and estate field. Prior to working in the financial services industry, Jennifer was a practicing attorney in Syracuse, New York where she specialized in estate planning, trust and estate administration and elder law.
She graduated from St. Bonaventure University and Syracuse University, College of Law. She also holds an advanced law degree in estate planning from the University of Miami, School of Law.
