Stephanie Busloff

Stephanie Busloff

Senior Legal Counsel @Deutsche Bank

New York, NY, US
EMAILS
s••••••••@db.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2017 — Present

Senior Legal Counsel @Deutsche Bank

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New York, NY, US

Senior Legal Counsel for Trust Services and Wealth Planning for the International Private Bank. Experienced professional who advises Bank personnel, including close coordination with senior-level management, on legal risk, reputational risk, business risk, and responsible business principles. Provides daily advice and counsel to various groups within the Bank to include trust department, global wealth planners, custody, lending, banking and investment teams for U.S. and non-U.S. clients. Proven expert in: trust and estate fiduciary issues; estate, transfer and income tax concerns; wealth planning; philanthropic issues; CIFs; cross-border matters; insurance; retirement benefits; and drafting/advising on product documentation and Bank policies and procedures for relevant Bank products, services, and offerings.

EDUCATION

N/A

University of Michigan

BA, Political Science, History

N/A

New York University School of Law

LLM, Tax

1991 — 1994

Northwestern University Pritzker School of Law

JD, Law

SKILLS

Investment StrategiesAlternative InvestmentsPrivate EquityEstate LawCapital MarketsEstate AdministrationSecuritiesEstate PlanningTrustsTrust ServicesFiduciaryCorporate LawInvestment AdvisoryFinancial PlannersIncome TaxEstate Tax PlanningTax LawTaxWealth Management ServicesTax PreparationWealthFinancial AdvisoryLitigationAsset AllocationMergers & AcquisitionsHigh Net Worth IndividualsInvestment ManagementInvestmentsFinancial Planning

ABOUT STEPHANIE BUSLOFF

Experienced professional and senior leader who works with, counsels, and coordinates private bank matters with senior-level management, global wealth planners and trust department personnel on conflicts of interest, risk mitigation and fiduciary governance. Proven expert in high net worth consulting, trusts & estates and tax law, fiduciary issues, tax-oriented planning and investment strategies, trust administration and related litigation, and charitable entities.

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