Position:
Wealth Strategist at U.S. Trust
Location:
Miami/Fort Lauderdale Area
Work:
U.S. Trust
- Miami, Florida since Nov 2005
-
Wealth Strategist
Education:
Suffolk University Law School 1992 - 1995
J.D.
University of Massachusetts, Amherst 1987 - 1991
BBA, Accounting
Honor & Awards:
Scott has been quoted in Worth Magazine, Financial Planning Magazine, Financial Advisor, Market Watch, Investment News, Bankrate.com, Spirit Magazine (Southwest Airlines in-flight magazine) and The Christian Science Monitor and contributed to articles in the Wall Street Journal and Fidelity Magazine. He has also appeared as a guest on Voice America Business and XM Satellite Radio discussing various wealth planning topics. Scott has authored articles on Charitable Giving, Planned Giving During Difficult Economic Times, Trusts 101, Opportunities for Corporate Fiduciaries, Transfers to Non-citizen Spouses, U.S.-Puerto Rico Income/Gift/Estate Taxation, U.S. Expatriation Tax Rules, U.S. Tax Rules and planning for NRAs, Year End Tax Planning and Dynasty Trusts.