Trust & Will

About the Author

Head of Legal, Trust & Will

Patrick, J.D., LL.M. is Head of Legal, serving as our General Counsel overseeing all attorney-related operations, including regulatory efforts and legal affairs. As a seasoned estate planning attorney, Patrick brings over a decade of knowledge and real-life taxation law experience to our service offerings. He holds a B.A. in Economics from Davidson College, a J.D. from Washington University in St. Louis School of Law, and an LL.M in Taxation from the University of San Diego. Before joining Trust & Will, Patrick practiced law in the trusts and estates practice group of law firm Hahn Loeser & Parks LLP. While attending undergrad, Patrick served as a firefighter for the Davidson Fire Department.

Articles from this author

Two men sitting by the water and talking about creating a Living Trust in California. — Trusts — 5 min read

Creating a Living Trust in California - What You Need to Know

can-you-just-write-a-will-and-get-it-notarized — Estate Planning — 4 min read

Written Will: Can You Just Write a Will and Get it Notarized?

bequest — Estate Planning — 4 min read

Bequest: To Give or Leave a Gift

how-to-find-a-will — Estate Planning — 5 min read

How to Notify Loved Ones of Your Will’s Location - What You Need to Know

digital-inheritance — Estate Planning — 3 min read

Cryptocurrency & Digital Inheritance - What You Need to Know

cryptocurrency-tax — Estate Planning — 4 min read

A Guide to Cryptocurrency Tax Rules

woman-making-heart-shape-with-hands — Estate Planning — 10 min read

Using a Prenuptial Agreement as an Estate Planning Tool

woman kissing grandmother on cheek — Estate Planning — 10 min read

Complete Guide: What Is an Executor and What Do They Do?

why-you-need-an-estate-plan-part-3 — Estate Planning — 5 min read

Myth Busters Part 3: Why You Need an Estate Plan even under the Assumption that Your Assets Will Automatically Pass to Loved Ones

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