Philadelphia Estate Planning Council

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Scott Small

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Member profile details

First name
Scott
Last name
Small
Organization
None at this time
 

Additional Membership Information

Primary Discipline
Banking/Trust Administration
Professional Bio
Mr. Small was most recently a Senior Vice President serving as the Senior Regional Fiduciary Manager for the Pennsylvania/Delaware, New Jersey, New York, Connecticut/Suburban New York and Boston markets of The Private Bank. In this role, Scott provided direct leadership to the Fiduciary Advisory Specialists responsible for client retention and business development within the region, as well as supplying subject matter expertise for all fiduciary activities across the division. Scott also was a member of the Wells Fargo National Charitable Trust Administrative Committee.

Prior to joining Wells Fargo, Mr. Small worked at another national bank for 15+ years where he held numerous positions, including the National Managing Director posts for Estate Settlement and Administration, Life Insurance Trust Administration, Special Needs Trust Administration, Estate Tax and Generation-Skipping Transfer Tax business segments. Scott also chaired two Regional Trust Administrative Committees during his prior tenure.

Mr. Small is admitted to practice law in both Pennsylvania and Florida. He practiced law for almost 10 years with two prominent national law firms before leaving private practice. Scott is a cum laude graduate of the University of Florida School of Law and a cum laude graduate of the University of Michigan. Scott is a past president of the Philadelphia Estate Planning Council and he is the Immediate Past Chair of the Probate and Trust Law Section of the Philadelphia Bar Association.

Mr. Small’s provision of pro bono estate administration services to families who lost loved ones on 9/11 was featured in an article published in the September 2004 issue of Kiplinger’s Personal Finance. Scott is a frequent author and lecturer for the Pennsylvania Bar Institute and the Philadelphia Bar Association. Scott also lectured at the 2010 Hawaii Tax Institute and the 2013 University of Southern California Gould School of Law Tax Institute.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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