Sessions
Nevada Trust Company Panel - Where the Rubber Hits the Road
4:05 PM - 4:55 PM Wed
Matthew Policastro serves as the trust counsel for the Charles Schwab Trust Company and the Charles Schwab Trust Company of Delaware. Matt has been in his role of trust counsel for Schwab for 7 years and he has over 20 years of experience in the areas of tax and trust and estates. Matt is responsible for providing fiduciary legal counsel to the Charles Schwab Trust Company and the Charles Schwab Trust Company of Delaware. Matt’s responsibilities include reviewing trust documents, working closely with the business to determine the best approach to accept a trust instrument so that either the Charles Schwab Trust Company or the Charles Schwab Trust Company of Delaware can serve as trustee of the trust and advising the business related to trust administration matters.
Prior to joining Schwab, Matt was a partner at Dickinson Wright and Lionel Sawyer and Collins. Matt started his career with the tax controversy group at Deloitte. Matt earned his Master’s degree in Taxation from Georgetown, his law degree from Syracuse University and his bachelor’s degree in business administration from Pepperdine University.