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TRUST COMPANY SERVICES
Estate Planning

As a complement to Brown Brothers Harriman's estate and trust administration services, the Trust Companies offer our clients the benefit of our substantial estate planning experience. A senior member of our group will work with your attorney, accountant and other advisors to arrive at an overall estate plan that meets your personal objectives and minimizes unnecessary taxes.

Client Education
The Trust Companies are actively engaged in educating our clients as to old and new planning opportunities they might otherwise have missed. Our current activities include arranging client seminars, publishing Trust & Tax Notes (a quarterly newsletter), offering a Wealth Planning Handbook of concise descriptions of effective estate, tax and financial planning techniques, and publishing frequent Planning Tips.

For more information, please contact:
New York City
Aileen C. Denne-Bolton
Senior Vice President
Brown Brothers Harriman Trust Company, N.A.
212.493.0500
aileen.denne-bolton@bbh.com
 
Boston
Adrienne M. Penta
Vice President
Brown Brothers Harriman Trust Company, N.A.
617.772.6728
adrienne.penta@bbh.com
 
Charlotte
Brett D. Sovine
Senior Vice President
Brown Brothers Harriman Trust Company, N.A.
704.370.0500
brett.sovine@bbh.com
 
Chicago
Brett D. Sovine
Senior Vice President
Brown Brothers Harriman Trust Company, N.A.
312.781.7129
brett.sovine@bbh.com
 
Dallas
David C. Sharman
Vice President
Brown Brothers Harriman Trust Company of Texas
214.303.5621
dave.sharman@bbh.com
 
Sarah Heimbach
Vice President
Brown Brothers Harriman Trust Company of Texas
214.303.5623
sarah.heimbach@bbh.com
 

Philadelphia
William R. Levy
Senior Vice President
Brown Brothers Harriman Trust Company, N.A.
215.587.6311
bill.levy@bbh.com

 
Michelle J. Hong
Vice President
Brown Brothers Harriman Trust Company, N.A.
215.587.6314
michelle.hong@bbh.com
 

Cayman
Edward Devine
Senior Vice President
Brown Brothers Harriman Trust Company [Cayman] Limited
212.493.8842
edward.devine@bbh.com