Trust and Estate Management

A Professional Trust and Estate Practitioner With Over 25 Years of Trust and Estate Management Experience Managing Trusts and Trust Companies in California, Florida, and Internationally. Experienced with Cross-Jurisdictional Asset and Domicile Issues, and Inbound and Outbound Matters. Tom Thorpe is a California Licensed Professional Fiduciary doing... business as Trust and Estate Management, a sole proprietorship. He provides Trust and Estate Administration Services via Court and Private Client Appointments on a County, State, Interstate and International level. Cases successfully completed include: Management of Complex Trusts, Estates, and Conservatorships; Cooperation with various State Agencies, the Public Guardian, Court Investigator, Adult Protective Services, and Law Enforcement Agencies; he has Analyzed, Researched and Managed complex Trust and Estate matters, and Managed, Revitalized, Bought and Sold Real Property. Tom Thorpe served as a Professional Fiduciary with Dragomir Fiduciary Services, Inc., of San Jose, CA from 2008 through 2011. He previously served as a wealth and trust adviser at Bank of America, Union Bank, and Citibank. He also directed international trust services for Smith Barney, the Latin America Private Bank and Consumer Bank divisions of Citigroup, where he used trusts, family office/private trust company concepts, partnerships, PICs and LLCs in structures that served the best interests of the firm's high net worth clients. He merged Smith Barney international trust companies into Cititrust. He directed Smith Barneys two international trust companies: formed a new trust company in Europe, formed new products and procedures for trust administration and compliance, managed the companies balance sheets, personnel, audits, business development and trust administration. He used problem/conflict solving techniques, and formed and applied BSA/AML/OFAC regulations and KYC policies in his management. Tom began his career as a senior management consultant at KPMG, then started de novo trust ...Read More