Frederick R. Bennett, Jr., Esquire VCard
Trust Counsel

Frederick R. Bennett, Jr. is Trust Counsel to CTC. Rick has more than fifteen years of experience in the areas of wealth management, estate planning and tax. His responsibilities include review of new trusts and related structures, review of documents related to CTC's administration of the trusts, participation in trust annual review and offering regular assistance to attorneys and clients in setting up Delaware trusts.

Prior to joining CTC, Rick worked for several years as a family office, wealth management and tax professional with several national organizations where among other things, he assisted clients with sophisticated estate planning, prepared and analyzed complex estate tax projections, and conducted tax research, planning and compliance.

Professional and Community Activities

• Member, American Bar Association (ABA)
• Member, ABA Section of Taxation
• Member, ABA Section of Real Property, Trust and Estate Law
• Member, Planned Giving Design Center

Education

• J.D., New York University School of Law, 1994
• B.S., magna cum laude,
  La Salle University, 1990

Bar Memberships

• Pennsylvania, 1994

Professional Designations

• CFA Charterholder
• CFP