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

types-of-bequests-in-a-will — Wills — 4 min read

Different Types of Bequests in a Will

totten-trust — Trusts — 3 min read

Totten Trust: Using POD Designations to Avoid Probate

credit-shelter-trust — Trusts — 3 min read

A Guide to Credit Shelter Trusts

are-wills-valid-from-state-to-state — Wills — 4 min read

Moving Out of State? Time to Review Your Estate Plan

what-to-do-if-i-inherit-an-ira-account — Estate Planning — 3 min read

What to Do if I Inherit an IRA Account

conservatorship-abuse — Estate Planning — 4 min read

What You Need To Know About Conservatorship Abuse

trustor-vs-trustee — Trusts — 2 min read

Trustor vs Trustee - What's the Difference?

spendthrift-trusts-vs-other-trusts — Trusts — 3 min read

Spendthrift Trust vs. Other Trusts - Which Is Best For You?

mom sitting on couch while child jumps on the couch — Wills — 4 min read

What are Demonstrative Bequests and How do They Relate to Estate Planning?

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