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Scott & Huff, P.C. |
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Professional Experience:
-Private practice attorney emphasizing Estate Planning, Elder Law, Medicaid Planning and Real Estate. -Certified Elder Law Attorney through the National Elder Law Foundation.
-Initiated a Trust Office for Citizens Bank, serving the Charlevoix, Cadillac, Traverse City, Gaylord and Grayling markets. -Responsible for new business development and account administration.
-Developed and implemented a corporate Compliance Program for Trust, Brokerage, Insurance and Proprietary Mutual Funds. - Assisted in consolidating trust policies and procedures after collapsing six corporate charters into one. - Participated in developing policies and procedures relating to all nondeposit investment products and services offered at Citizens Bank, including annual reviews for personal trust and employee benefit accounts, conflict of interest policies relating to affiliated insurance company, risk management policies for irrevocable life insurance trusts, tax issues, confidentiality issues relating to corporate data warehouse. - Educated staff on regulatory, legal and tax changes that affect their products and services.
-Administrator for personal trusts of private banking clients. -Advised trust clients on estate planning, taxation, administrative and investment matters relating to trusts. -Researched and advised on trust issues such as managing irrevocable life insurance trusts, gifting from trusts, disclaimers, holding S-corp. stock in irrevocable trusts and, funding trusts with individual retirement accounts. -Chair of Trust Quality of Service Committee in 1996. -Chair of Trust Education Committee in 1995.
-Primary attorney responsible for all abuse, neglect and delinquency proceedings. -Handled all stages of criminal prosecution, including issuing charges, preliminary examinations, pretrial motions, jury trials and sentencing. -Established precedent in Isabella County to allow children to testify by video camera. -Drafted Isabella County Domestic Abuse Response Policy.
-Runner on Chicago Mercantile Exchange, Chicago, Illinois. -Broker's Assistant with Thomson McKinnon Securities, Traverse City, Michigan. Education:
Memberships, Licenses, And Honors:
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