Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Senior Vice President - Regional Director Trust Practice Management

  • Jul 2020 - Present

• Senior Vice President - Senior Fiduciary Strategist

  • Apr 2018 - Present

  Estate, investment and wealth preservation. Consulting to high new worth individuals and families. Assist clients and their advisors in the development of complex estate, tax and financial planning with an emphasis on asset preservation, tax minimization and next generation planning. Design and deliver sophisticated fiduciary solutions to enable clients to achieve retirement and philanthropic goals. Vast experience in all facets of legal, tax and fiduciary concepts.



U.S. Trust

• Financial Services
• 700 & Above Employee

• Vice President - Wealth Strategies Advisor

  • Jan 2008 - Apr 2018

  Coordinate delivery of complex estate planning, financial consulting and tax services with emphasis on asset preservation and tax minimization. Comprehensive review of estate planning documents and preparation of detailed planning summaries and analysis. Suggest alternative planning strategies involving wealth transfer, retirement, income and estate planning techniques. Monte Carlo preparation and analysis.

• Vice President - Regional Fiduciary Officer

  • Feb 2006 - Jan 2008

  Fiduciary risk representative for the CT/Western MA market providing fiduciary guidance, risk management and governance. Responsible for review and approval of new business acceptance; comprehensive document review and identification of fiduciary risk matters.



Law Office of Daryl L. Gordon

• Winchester, CT

• Attorney

  • Mar 2004 - Feb 2006

  Sole practitioner concentrating on comprehensive estate planning, special needs planning, probate and elder law. Primary focus on drafting wills, trusts and testamentary dispositions and related tax law. Estate administration encompassing all facets of estate settlement including preparation and filing of state and federal estate and gift tax returns as well as fiduciary accountings. Extensive probate representation, guardianship hearings, and acceptance of court appointment as legal counsel and conservator. Asset protection planning through applicable entitlement benefit programs (Title XIX/Medicaid) and qualification for assistance programs. Frequent speaker/lecturer on estate planning and Medicaid topics. Show less



Pullman & Comley, LLC

• United States
• Law Practice
• 100 - 200 Employee

• Attorney

  • May 2002 - Mar 2004

  Trusts & Estates attorney in prominent Connecticut law firm with 85 plus attorneys. Comprehensive in-depth analysis and client representation for development and delivery of tactical strategies for intergenerational wealth planning. Sophisticated estate and tax planning through all facets of tax planning: bypass trusts; disclaimer trusts; insurance trusts, personal residence trusts; charitable planning and LLCs. Estate settlement, conservatorship, fiduciary and probate representation. Trusts & Estates attorney in prominent Connecticut law firm with 85 plus attorneys. Comprehensive in-depth analysis and client representation for development and delivery of tactical strategies for intergenerational wealth planning. Sophisticated estate and tax planning through all facets of tax planning: bypass trusts; disclaimer trusts; insurance trusts, personal residence trusts; charitable planning and LLCs. Estate settlement, conservatorship, fiduciary and probate representation.