On January 6, 2014 I joined Stites & Harbison PLLC as a Member, leading the Trusts & Estates practice in their Louisville office. I’m very excited to continue the conversation started at KYEstates.com at Stites on Estates, published by me and my colleagues David Porter and Richard Wehrle, and which launches tomorrow. Thank you for your continuing readership and support. Please do visit Stites on Estates often.
KYEstates will remain available as a resource for readers, and also because the pictures from Spring Break, Florida, 1948 are too fun to take down!
Careers develop in unexpected ways. I appreciate the fine lawyers and professionals at Wyatt and PNC who taught me a lot, and remain close friends.
I am excited to share the news that I am joining PNC Wealth Management on December 28, 2010 as a Senior Wealth Planner in their Louisville office.
My colleagues at PNC will include Chris Staples, Jim Turner, and Melanie Warren, who are well known in Kentucky’s T&E Community. PNC’s Wealth Planning Group is led by Steve Pappaterra and Mark Buxton. You can learn more about the group (including its National Practice Groups focusing on various issues) here. I will be working with the Planning for Business Owners National Practice Group.
The core focus of this site - sharing and discussing recent developments in estate, tax, and financial planning – will be a very significant part of my role at PNC. In that role, I look forward to continuing the conversations and relationships with readers that have been the best part of publishing KYEstates in 2010, the incredible year when Estate Tax Repeal Actually Happened! Continue reading “Your Publisher’s New Opportunity at PNC Wealth Management” »