Wealth Management Home > Trust Company Services > Estate Planning
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Wealth Management Quarterly 10/10/2008
Planning Tip #796--Helping a Child Buy a House  01/28/2008
Press Release: BBH Adds Adrienne M. Penta as Regional Trust Head to Support Boston Wealth Management  09/09/2008
Trust & Tax Notes Quarterly  03/14/2008
Position Paper: Roth Retirement Savings Opportunities Abound  08/07/2007

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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
William H. Mears, Jr.
Regional Trust Head
Brown Brothers Harriman Trust Company, N.A.
212.493.8494
william.mears@bbh.com
 
Aileen C. Denne-Bolton
Senior Vice President
Brown Brothers Harriman Trust Company, N.A.
212.493.6837
aileen.denne-bolton@bbh.com
 
Charlotte
Brett D. Sovine
Regional Trust Head
Brown Brothers Harriman Trust Company, N.A.44
704.370.0500
brett.sovine@bbh.com
 
Chicago
Lauren Wolven
Regional Trust Head
Brown Brothers Harriman Trust Company, N.A.
312.781.7129
lauren.wolven@bbh.com
 
Dallas
David C. Sharman
Regional Trust Head
Brown Brothers Harriman Trust Company of Texas
214.303.5621
dave.sharman@bbh.com
 
Sarah Heimbach
Assistant Vice President
Brown Brothers Harriman Trust Company of Texas
214.303.5623
sarah.heimbach@bbh.com
 

Palm Beach
Gabriela Mostafavi
Vice President
Brown Brothers Harriman Trust Company, N.A.
561.515.0626
gabriela.mostafavi@bbh.com

 

Philadelphia
William R. Levy
Regional Trust Head
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
Brown Brothers Harriman Trust Company [Cayman] Limited
212.493.8842
edward.devine@bbh.com