Panelists will include Matt Donovan an attorney with Snell and Wilmer who specializes in tax, trust, and estate matters and Robert Phelps, an Estate and Wealth attorney with JP Morgan Private Bank and one of JP Morgan's top national experts.
frequently speaks to groups on topics related to tax planning, charitable giving, investments, diversification strategies and estate planning.
Robert Phelps, Managing Director, joined JPMorgan in 1991 after practicing trusts and estates law in Connecticut for 10 years.
Bob is a member of the Wealth Advisory team within the JPMorgan Private Bank.
In this capacity he
assists clients and their advisors with analysis that integrates investment, tax and estate planning issues.
has overall responsibility for the Private Bank's
trust business in the Rocky Mountain region (Arizona, Colorado, Idaho, Montana, New Mexico, Utah and Wyoming).