Specialty Assets in Trust? Special Handling is Required

Date: Tuesday, December 5, 2023
Time: 11:30am - 1:00pm
Location: UNF University Center
12000 Alumni Drive
Jacksonville FL
Speaker: Alyssa Zebrowsky

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11:30 a.m. Lunch
12:00 p.m. Program

About Our Speakers:
Alyssa Zebrowsky is a Managing Director and Wealth Advisor at J.P. Morgan Private Bank in Palm Beach, Florida. She works with the Private Bank’s clients across greater Florida to identify estate and tax planning opportunities and implement comprehensive strategies to meet their personal, financial and charitable objectives.

Prior to joining J.P. Morgan in 2008, Alyssa was in private practice, most recently with Proskauer in Boca Raton, Florida. Her practice was dedicated exclusively to the area of trusts and estates, including estate planning and probate and trust administration. Alyssa has counseled a wide range of high- to ultra-high-net-worth families on estate planning and other family wealth transfer issues, creating suitable plans and techniques to help enhance  and protect the transfer of wealth to each subsequent generation.  Click here to read more. 

Joining Alyssa will be Jeffrey Milligan, Executive Director and the Closely held Asset Management Central and Atlantic Region Team Leader for the Trusts & Estates team for J.P. Morgan Private Bank. 

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