Danita Grant
Director, Trust Administration
- Role
- Vice President, Director, Trust Administration at BMO U.S.
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Experience
Vice President, Director, Trust Administration
Feb 2022 — Present · Milwaukee, WI, US
I specialize in understanding and providing customized trust and estate administration for high-net-wealth individuals and families, and orchestrating the delivery of customized solutions to meet their overall financial, wealth management and philanthropy goals. I enjoy building long-term relationships with my clients and working with their attorneys and accountants to ensure all their estate planning needs and objectives are met.
Skills
- Appeals
- Real Estate Transactions
- Construction Law
- Workers Compensation
- Hearings
- Trials
- Personal Injury Litigation
- Legal Research
- Employment Law
- Public Speaking
- Civil Rights Litigation
- Civil Litigation
- Social Security Disability
- Class Actions
- Preparation of Wills
- Insurance Defense
- Arbitration
- Legal Writing
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