Chris is the President and Chief Executive Officer of Riverview Trust Company. He has over 25 years of experience working with high net worth families. He spent the first 17 years of his career as a nationally recognized estate planning attorney, ultimately as a partner at Holland & Knight. He spent eight years managing the Fiduciary Services team for Wells Fargo Private Bank in Oregon and SW Washington. In addition to overseeing all aspects of Riverview’s operations, Chris works directly with clients to help them navigate the challenges of estate planning and trust administration. In particular, he assists clients with business succession, trust design and charitable planning. He is a Fellow of the American College of Trust and Estate Counsel.
Education:
J.D., Hastings College of the Law (1991)
B.A., San Francisco State University (1987)
Tax Management Portfolios™
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Trustee Investments (Portfolio 861)
This Portfolio covers the rules governing different types of investments available to trustees, income tax consequences of those investments, and the economic theory behind investing.
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Spouse’s Elective Share (Portfolio 841)
This portfolio is a detailed study of the state law right granted to a surviving spouse to reject a deceased spouse's estate plan in favor of a statutorily determined share of that decedent's estate.
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Powers of Appointment — Estate, Gift, and Income Tax Considerations (Portfolio 825)
This Portfolio analyzes applying federal estate, gift, and income tax statutes to holders of powers of appointment, focusing on §§2041, 2514, and 671-678 of the Internal Revenue Code.
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Dynasty Trusts (Portfolio 838)
This Portfolio examines the uses of and requirements applicable to dynasty trusts structured to have significantly long, often perpetual, duration.
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Disclaimers — State Law Considerations (Portfolio 847)
The Portfolio, Disclaimers - State Law Considerations, presents a detailed study of the state law ramifications of disclaimers.
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Disclaimers — Federal Estate, Gift and Generation-Skipping Tax Considerations (Portfolio 848)
This Portfolio presents a detailed study of disclaimers under the federal estate, gift and generation-skipping transfer tax laws.