Danita Grant

Director, Trust Administration

Role
Vice President, Director, Trust Administration at BMO U.S.
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Vice President, Director, Trust Administration

    BMO U.S.

    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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Danita Grant — Vice President, Director, Trust Administration at BMO U.S. in Milwaukee, WI, US | Unifers