Melissa Smith

Practice

I act as Trustee when Wells Fargo is named in a document. This includes estate settlement and ongoing Trustee work. I also provide guidance on fiduciary and estate planning matters to clients of the bank. This includes giving referrals to attorneys and CPAs.

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
• Succession planning

At the council

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