Boilerplate Estate Planning Document Traps: Helpful Hints for Both Drafting and Administration
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Wendy Z. Cox, J.D., CTFA senior vice president,
director of personal trust and fiduciary officer.
Wendy’s responsibilities include providing a trust perspective to all wealth management discussions, and coordinating planning strategies with other professional advisors, such as tax advisors or estate planning attorneys. She is also responsible for day-to-day account oversight and fiduciary compliance. Wendy practiced law for 16 years in the areas of probate and trust litigation, complex probate and trust administration, preparation of estate, fiduciary and gift tax returns, and drafting estate planning and business succession documents. She earned her B.A. and J.D. from the University of Michigan. Wendy is a
designated Certified Trust and Fiduciary Advisor.
