About
Bill is a Vice President and Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services in Spokane, Washington. Bill is also an experienced estate and gift tax attorney, and is licensed in Oregon and Idaho. As an attorney in practice, Bill advised high-net-worth individuals, estate and trust relationships on current estate, tax and financial planning strategies.
As a part of your wealth management team, Bill partners with your existing legal and tax advisors to expertly implement the best wealth planning strategies for your unique circumstances and goals.
Advisory Expertise
- Relationship Management
- Trust and Estate Administration
Professional Affiliations
- Licensed with Oregon and Idaho State Bars
Credentials
- Certified Trust and Fiduciary Advisor
Education
- JD, Vermont Law School
- LL.M. Taxation, University of Florida
- BA, Whitworth College
