Planning for Privacy in a Public World - Jeff Chadwick, JD**SPONSORED by Mariner Wealth Advisors & Mariner Trust Company

Date: Monday, November 13, 2017
Time: 11:30am - 1:00pm
Location: The Summit Club, 30th Floor
Speaker: Jeff Chadwick, JD



The Ethics and Mechanics of Protecting Your Client's Privacy and Personal Security



Jeff Chadwick is an associate in the Wealth Preservation Practice Group and maintains an office in both Houston and the Woodlands. Jeff focuses his practice on sophisticated trust and estate planning for business executives, closely held business owners, and other high net worth individuals and families. He strives to provide innovative and practical solutions on a wide range of legal matters, including wealth transfer planning, business formation and structuring, asset protection planning, planned charitable giving, trust modifications, pre- and post-marital planning, and the administration of trusts and estates.

Jeff is a frequent speaker at tax and estate planning seminars, including those sponsored by the ABA Tax Section, the University of Virginia Conference on Federal Taxation, and the National Business Institute, among others. He is also the author of numerous articles that have appeared in estate planning publications and law reviews, including the Probate Practice Reporter and the University of Richmond Law Review. In addition, Jeff co-authored the ABA Tax Section's comments to the Internal Revenue Service on trust "decanting" and has been quoted by Bloomberg BNA on matters pertaining to trust administration.

Jeff began his career in Richmond, Virginia, where he was named a Virginia Rising by Thomson Reuters in 2012. As a member of the Legislative Committee for the Wills, Trusts, and Estates Section of the Virginia Bar Association, Jeff was involved in drafting new state legislation in the trusts and estate field, including laws pertaining to trust decanting, asset protection trusts, and directed trusteeships.

Since moving to Texas, Jeff has joined the Houston Estate & Financial Forum, the Houston Estate Planning Association, Attorneys in Tax and Probate, the Woodlands Bar Association, and the Real Estate, Probate & Trust Law Section of the State Bar of Texas, among other professional organizations. Jeff has recently been appointed to the Trust Code Committee by the State Bar of Texas, where he is responsible for monitoring issues affecting trusts in Texas and developing legislative proposals for additions and changes to the Texas Trust Code.

Jeff earned his J.D. from the University of Richmond and his B.S. in Education from Baylor University.

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