Assistant Vice President & Trust Officer
Bill is an Assistant Vice President and Trust Officer for Washington Trust Bank᾽s Wealth Management & Advisory Services in Spokane, Washington. Bill is also an experienced estate and gift tax attorney, and is licensed in Oregon and Idaho. As an attorney in practice, Bill advised high-net-worth individuals, estate and trust relationships on current estate, tax and financial planning strategies.
As a part of your wealth management team, Bill partners with your existing legal and tax advisors to expertly implement the best wealth planning strategies for your unique circumstances and goals.
Contact Information717 West Sprague Avenue, Suite 900
Spokane, WA 99201
- Trust and Estate Administration
- Relationship Management
- JD, Vermont Law School
- LL.M. Taxation, University of Florida
- BA, Whitworth College
- Licensed with Oregon and Idaho State Bars
- Oregon Bankers Association—Trust Committee Member
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Preserving Wealth After Losing A Spouse
Assistant Vice President, Relationship Manager & Trust Officer