Dustin Obrien
Vice President at J. P. Morgan Trust Company of Delaware | Newark, Delaware, United States
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Dustin O'Brien serves as Vice President at J.P. Morgan Trust Company of Delaware, where he leverages his extensive legal expertise as a New York licensed attorney specializing in Delaware trust services. With a keen focus on non-US clients, Dustin navigates the complexities of both US and foreign trusts, ensuring compliance with intricate US tax regulations while collaborating closely with tax advisors and accountants. His role is pivotal in facilitating seamless wealth transfer and preservation planning for clients with diverse international interests.
Dustin's responsibilities extend beyond compliance; he actively participates in pitch meetings with prospective clients, articulating the unique advantages of J.P. Morgan's trust services. His ability to guide banking teams on tailored talking points for non-US clients showcases his strong communication skills and deep understanding of family wealth management. By fostering robust client relations, he ensures that each client receives personalized attention and strategic advice tailored to their specific needs.
Key projects under Dustin's leadership include the development of innovative trust structures that cater to the evolving demands of global wealth management. His expertise in territorial law and constitutional law further enhances his capability to address complex legal challenges, making him a trusted advisor in the realm of wealth preservation planning. With a commitment to customer satisfaction and a nuanced understanding of the legal landscape surrounding wills and trusts, Dustin O'Brien stands out as a vital asset to J.P. Morgan Trust Company, dedicated to helping clients achieve their financial goals while navigating the intricacies of cross-border trust services.
Vice President at J. P. Morgan Trust Company of Delaware in February 2018 to Present
Vice President at JPMorgan Chase & Co. in June 2016 to January 2018
Consultant at JPMorgan Chase & Co. in June 2014 to June 2016
Paralegal at Gentile & Associates in January 2011 to December 2012
Paralegal at Guam Alternate Public Defender in April 2011 to July 2011
Intern at Main Street Legal Services, Inc. - Elder Law Clinic in August 2010 to December 2010
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Client Relations
Account Management
Communication
Customer Satisfaction
Legal Writing
Private Wealth Management
Family Wealth Management
Wealth Transfer
Wealth Preservation Planning
Territorial Law, Constitutional Law, Personal Injury Law
Legal Research
Wills
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What is Dustin Obrien email address?
Email Dustin Obrien at dustin.o'[email protected]. This email is the most updated Dustin Obrien email found in 2026.
How to contact Dustin Obrien?
To contact Dustin Obrien send an email to dustin.o'[email protected]. (updated on September 13, 2024)
What company does Dustin Obrien work for?
Dustin Obrien works for J. P. Morgan Trust Company of Delaware
What is Dustin Obrien's role at J. P. Morgan Trust Company of Delaware?
Dustin Obrien is Vice President
What is Dustin Obrien's Phone Number?
Dustin Obrien's phone (302) ***-*127
Dustin Obrien Email Addresses
Dustin Obrien Phone Numbers
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