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    Scott Filmore

    Senior Wealth Strategist at Stifel

    Professional Background

    Scott Filmore is a well-respected authority in the field of estate planning, trust administration, and estate-related litigation with over 19 years of dedicated experience. His extensive background includes working with high net worth clients to develop tailored solutions that align with their estate planning goals and financial aspirations. In his current role as a Senior Wealth Strategist at Stifel, Scott leverages his considerable expertise to assist clients in navigating the complex landscape of estate planning and asset management.

    Before joining Stifel, Scott honed his legal acumen at distinguished law firms including Stinson LLP and SNR Denton, where he was recognized for his work in estate planning and litigation. His approach combines responsiveness and a strong work ethic with a deep understanding of trust and estate dynamics, allowing him to deliver innovative solutions that serve each client's unique objectives.

    Education and Achievements

    Scott’s educational foundation is firmly rooted in a strong legal background. He holds a Juris Doctor (J.D.) degree from the prestigious University of Kansas School of Law, where he developed a solid understanding of the legal frameworks governing trust and estate matters. Following this, he further advanced his expertise by pursuing a Master of Laws (L.L.M.) in Taxation at New York University School of Law, a program known for its rigorous curriculum and focus on advanced tax law concepts.

    This advanced education equips Scott to address complex legal intricacies, ensuring that his clients' estate plans are not only well-structured but also tax-efficient.

    In addition to his law degrees, Scott's professional certifications include the Series 7 (General Securities Representative) and Series 66 (Investment Advisor Representative) securities registrations. He also holds licenses in life, health, and variable insurance, including specialized training in long-term care insurance. These qualifications enhance his capability to provide comprehensive wealth management solutions, encompassing not just legal advice, but also investment and insurance guidance tailored to his clients’ holistic needs.

    Notable Contributions and Speaking Engagements

    As an established speaker and writer, Scott shares his wealth of knowledge on various topics within the realm of tax, trusts, and estates. His contributions help demystify complex issues for both professionals and the public, reflecting his commitment to education and advocacy in his field. Through engaging presentations and well-researched articles, he addresses timely issues and shares insights on estate planning strategies, tax implications, and the importance of proactive wealth management.

    Scott's expertise is frequently sought within professional circles, making him a valued presence at conferences and seminars on trusts and estates. His ability to convey complex legal insights into accessible knowledge resonates with diverse audiences, further solidifying his reputation as a thought leader in estate planning and asset management.

    Achievements

    Scott Filmore’s reputation in the field is built upon his ability to forge strong relationships with clients, understanding their aspirations and challenges. His proactive approach ensures that estate plans not only reflect the current values and goals of his clients but are also adaptable to changing circumstances. Notable achievements in Scott's career include:

    • Successfully navigating complex estate disputes through litigation, thereby protecting the interests of clients during challenging family dynamics.
    • Implementing innovative trust arrangements that offer both creditor protection and tax efficiencies, aligning with specific client needs around business succession and charitable giving.
    • Guiding clients in modifying irrevocable trusts, illustrating his deftness in addressing evolving client situations.
    • Providing educational workshops and seminars that empower individuals to better understand estate planning essentials, thereby encouraging proactive estate management.

    Throughout his career, Scott Filmore continues to demonstrate an unwavering commitment to excellence in estate planning and trust administration. With a blend of legal expertise, investment knowledge, and communication skills, he stands out as a dedicated advocate for his clients' wealth and legacy planning needs.

    Related Questions

    How did Scott Filmore build his expertise in estate planning and trust administration over the past 19 years?
    What are the most common challenges faced by high net worth clients in estate planning according to Scott Filmore?
    In what ways does Scott Filmore integrate his knowledge of taxation with estate planning strategies?
    What unique approaches does Scott Filmore take when modifying irrevocable trusts for clients?
    How has Scott Filmore's education at New York University School of Law influenced his practice in estate planning and tax law?
    Scott Filmore
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    Location

    Minneapolis, Minnesota, United States