Diana Angell

Practice

Since 2001, I am part of a team of trust and investment officers at Exchange Bank providing full service trustee and investment management services. My primary expertise is acting on behalf of the Bank as successor trustee for estate settlement, trust administration, scholarship trusts, and administrator over fully managed investment agency accounts.

Areas of work

• Administering estates and trusts
• Analyzing proposed transactions for estate and gift tax implications
• Charitable gift planning
• Designing estate plans
• Developing strategies to minimize potential estate and gift taxes
• Developing plans to conserve assets during lifetime and at death
• Preparing fiduciary accountings
• Probating wills and administering estates
• Retirement distribution planning
• Succession planning

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.