Assistant Vice President and Exchange Officer

• 2021 - Present

Associate Trust Counsel

• 2003 - 2020

Provided advice and legal guidance to clients on estate planning issues and distribution of real estate. In coordination with attorneys and beneficiaries, acted as expert counsel in the creation of land trusts and land trust documents, provided advice on estate planning and estate administration. Administered trusts in compliance with legal requirements. Coordinated on-going communication with beneficiaries, attorneys, accountants and co-fiduciaries during the trust property transfer period. Administered trusts applying the laws of multiple jurisdictions. • Reviewed and interpreted governing instruments to identify and resolve title issues. • Provided legal counsel for clients and attorneys; identified, researched and corrected troubled titles. • Advised attorneys in the development of land trusts to maximize privacy, estate planning and legal protection issues. • Facilitated and managed transfers of real estate in complex, multi-entity transactions. • Ensured entities operated in compliance with all laws, rules and regulations. • Assisted in due diligence for purchase of land trust portfolios. • Served as office manager, managed two direct reports . • Performed as expert counsel and advisor for a nationwide base of attorneys. Accomplishment: • Successfully managed a portfolio of more than 100,000 land trusts, including many high-profile clients.

Vice President/Exchange Counselor

• 2001 - 2003

Pioneered the business development and marketing strategies to create numerous exchange programs for a start-up company that delivered significant expansion of services and increased revenues by 50%. Created and utilized programs to facilitate aviation reverse first and out-side-the-safe-harbor exchanges. Produced Like-Kind Exchange documentation as well as other processes for exchange types. Reviewed and negotiated the legal documentation for a like-exchange department. Consistently built and maintained long lasting business relationships with senior management and clients. Regularly attended national and local conferences to stay current regarding existing trends in IRC Sec 1031 exchange/tax issues. • Executed local and national awareness for Near North National Exchange via an interactive web site product placement, capital ventures and re-branding. Composed text and established the appearance of the corporate web site (www.1031esg.com). • Served as Point of Contact (POC) within the company to assess IRS and Treasury rulings and regulations including court decisions relevant to IRC Sec 1031. • Provided legal advice and strategy to the marketing team in the planning and production of communications, capital venture plans and marketing collateral. • Successfully managed the corporate name change which significantly improved the corporate identity. • Facilitated numerous marketing presentations to law firms, banks and clients. • Orchestrated the back-end exchange program that streamlined administrative operations. • Directed the restructuring of documentation and procedures which improved efficiencies.

Assistant Vice President/Account Executive

• 1999 - 2001

Executed and directed the development of annual account reviews for major corporate customers. Reviewed court decisions significant to IRC Sec 1031 and established the legal guidelines for the company in accordance with IRS and Treasury rulings and regulations. Managed the legal, administration and marketing responsibilities. • Provided legal guidance concerning the administration of document preparation and review; fielded customer inquiries for the actualization of exchanges. • Served as 1031 Exchange Advisor resulting in strategic marketing to bank customers. • Spearheaded the implementation strategy that led to continued high percentage of active customers and substantial improvement in market share via cross sales to subsidiaries. • Coordinated a large volume auto exchange program for a domestic subsidiary of a preeminent international luxury vehicle manufacturer. • Led a team of administrators while overseeing account operations. Accomplishment: • Successfully managed more than $10B in investments in the One Group Money Market.

Trust Officer

• 1995 - 1999

Represented the largest land trustee in the United States that handled more than 50,000 trusts. Served as legal expert; provided advice for corporate clients, law firms and real estate companies. Collaborated with attorneys and clients to develop new land trusts. • Guided the decision-making process for the largest real estate firms in the United States. • Initiated contact with client referrals; advised clients on current Real Estate and Trust Law. • Administered the accounts; served as land trustee at real estate closings.

Attorney

• 1994 - 1995

Provided legal counsel with focus on Estate Planning and Personal Trust Law for a Financial and Estate planning group. • Read and reviewed all documentation provided for trusts. Inspected for accuracy/absence of proper data and completed signatures. • Met with clients to clarify personal trust investment information; responded to all related issues and concerns in a timely manner. Provided legal counsel with focus on Estate Planning and Personal Trust Law for a Financial and Estate planning group. • Read and reviewed all documentation provided for trusts. Inspected for accuracy/absence of proper data and completed signatures. • Met with clients to clarify personal trust investment information; responded to all related issues and concerns in a timely manner.

Attorney

• 1994 - 1995

Served as legal counsel with emphasis on Real Estate, Estate Planning , Family Law and Collection. Wrote estate plans with clients, processed real estate closings and represented clients in Family Law. • Engaged in general practices including court proceedings, collection matters and client representations. • Provided advice and actively participated in commercial and residential real estate closings. • Assisted families in estate planning, will preparation, powers of attorney and real estate.