Julie Hendricks

Senior Counsel - Primary Fiduciary Counsel for Bmo Family Office @BMO

Chicago, IL, US
MOBILE NUMBERS
+18•••••••58

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WORK HISTORY

Jan 2018 — Present

Senior Counsel - Primary Fiduciary Counsel for Bmo Family Office @BMO

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Chicago, IL, US

Primary lawyer for fiduciary administration matters arising in the BMO Family Office which includes advice related to discretionary decision making, powers of appointment, directed trusts, dispute resolution, foreign trusts, foreign assets, specialty assets, new business risk assessment and trust modification. I also advise on new products, policies, procedures, risk management, Reg. 9 compliance, Governance, risk management and enterprise operations.

EDUCATION

1991 — 1995

Indiana University Bloomington

Bachelor of Arts - BA

N/A

Chicago-Kent College of Law, Illinois Institute of Technology

Masters of Taxation classes

1995 — 1998

University of Illinois Chicago School of Law

Doctor of Law (J.D.)

SKILLS

FinanceTrustsFinancial PlanningEstate AdministrationInvestmentsAsset AllocationTrust ManagementLeadershipStrategic Financial PlanningWealth ManagementLegal WritingSuccession PlanningAsset ManagementEstate PlanningHigh Net Worth Individuals

ABOUT JULIE HENDRICKS

Fiduciary Counsel * Legal and Trust Advisor * Strategic Thinker and Coach * Analytical Thinker * Solutions Creator * Wealth Management Leader

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