Grantor Trusts
Date: Thursday, November 10, 2022
Time: 6:00pm - 8:00pm
Location: Annapolis Waterfront Hotel, 80 Compromise Street Annapolis, MD 21401
Speaker: Brandon Ross, JPMorgan Private Bank
Grantor Trusts
November 10, 2022
6:00 - 8:00 P.M.
Annapolis Waterfront Hotel
80 Compromise Street
Annapolis, MD 21401
Click HERE to Register.
This event is generously sponsored by:
JPMorgan Private Bank
|
ABOUT THE SPEAKER
Brandon Ross is a Wealth Advisor in the Washington, D.C. office of J.P. Morgan Private Bank. Drawing upon his experience as a trust and estate attorney at several prominent law firms in D.C. and Florida, Brandon designs integrated strategies for estate planning, business succession and wealth transfer. He is skilled at helping clients with their philanthropic interests and guide them on appropriate structures to establish their vision. Brandon is a Fellow of the American College of Trust and Estate Counsel and serves on the board of directors of the Washington, D.C. Estate Planning Council. He has gained national recognition through his writing and speaking about a breadth of estate planning topics, winning Best Overall Article for Trust & Estate in 2017 and Best Practical Use Article for Trust & Estate in 2016 from the American Bar Association Section of Real Property, Trust and Estate Law’s Probate & Property magazine. Brandon is a graduate of Cornell University and holds a J.D. from American University’s Washington College of Law. He earned an LL.M. from Georgetown University Law Center’s Graduate Tax Program, and was a member of the first class to receive an Estate Planning Certificate. Over the past few years, he has lectured at Georgetown on various topics for student pursuing the Estate Planning Certificate. Active in the community, Brandon is an inaugural member of the Smithsonian Professional Advisors Network. He serves as Class Agent for annual giving at St. Albans School and is a Cornell Alumni Admissions Ambassador. |
