John Windsor

About John Windsor

Over 20+ years’ executive experience in operational and regulatory matters for a broad range of organizations including private practice, banking, and corporate institutions. Adept at drafting agreements in sophisticated business, trust and estate environments. Demonstrated ability in administration and compliance of revocable, irrevocable, spendthrift, charitable trusts, foundations and family partnerships. Frequently giving practical advice to owners and senior management on strategies and implementation of personal or succession plans. Committed to maximizing quality in a culture of compliance and team-work. Acknowledged for creative leadership, conscientious work ethic, an exceptional eye for detail, executing balanced judgment in critical projects, and delivering on-time, high-quality work. Relied upon for analytical problem solving & interpersonal communication skills.

Experience

1. Senior Vice President

   Truist

   Aug 2019 — Present · Memphis, TN, US

Skills

• Special Needs Planning
• Retirement Planning
• Asset Protection
• Charitable Trusts
• Special Needs Trusts
• Retirement Plan Consulting
• Powers of Attorney
• Charities
• Inheritance Tax Planning
• Business Formation
• Estate Administration
• Small Trust Fiduciary
• Estate Tax Planning
• Living Trusts
• Insurance
• Fiduciary Consultation
• Management
• Probate
• Wealth Transfer
• Estate Law
• Llc
• Qdro Preparation
• Qualified Domestic Relations Orders
• Living Wills
• Estate Planning
• Entity Extraction
• Trusts
• Succession Planning
• Employee Benefits
• Pensions
• Tax Law
• Gift Tax
• Small Business
• Wills
• Charitable Giving
• Tax