Steve Masterson
Coeur d'Alene, Idaho
Fiduciary, Trust Consultant, Expert Witness, Mediator
Expert Witness, Industry Expert/Consultant, Public mediator/negotiator

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Online Mediation Scorecard

  • Solutions contributed: 0
  • Total Resolution Points: 100
  • Likes - by one party: 0
  • Likes - by both parties: 0
About Steve

With Over 33 Years Experience In Wealth Management, I Help Trustees, Grantors, And Beneficiaries Navigate The Treacherous Waters Of Fiduciary Responsibilities. I Also Help Advisers With Client Education, Plan Design, And Fiduciary Conflict Resolution. Opportunities To Serve Families And Advisers Include As A Private Fiduciary, A Trust Consultant, Or As An Expert Witness.

Specialties: Estate And Trust Management, Estate/Financial Planning Design, Asset Allocation, Asset Management

Knows about
  • Financial services

    Estate and trust services; investing for estates and trusts; wealth management.

My professional experience
Trust Solutions (2008 To Present)
Private Fiduciary, Trust Consultant, Expert Witness
My education
Dallas Baptist University (Dallas, TX)
BA
Texas School of Trust Banking (Dallas, TX)
Certificate
The Fulcrum Institute (Spokane, WA)
Certificate, Interest Based Mediation
My Publications and media content
  • See blog at www.idahotrustee.com

Steve Masterson has a total of 100 PeopleClaim points. Contributions:

Claims: 0 recognition points
Trials: 0 recognition points