President at Aligned Partners Trust Company
John has been working in the trust and estate area for more than 25 years. Previously, John was the Head of Mellon Bank’s Trust Tax Department and also served as the Head of the Trust Department Closely Held Business Valuations Unit. During this time, John served on the Tax Advisory Committee of the Pennsylvania Bankers Association and served as the Committee’s Chairman. Prior to that period, John was a tax lawyer with the law firm of Eckert Seamans Cherin & Mellott, LLC practicing primarily in its Estate and Trust Section. Previous to this, John obtained his CPA license in Pennsylvania.
John has extensive overall experience in all aspects of estates and trusts, including preparation of complicated estate and trust plans and documents, administration of estate and trusts, preparation of all types of tax returns and managing policy and processing in a large bank trust department. John also has extensive experience both from his role at Mellon and at Eckert Seamans Cherin & Mellott, LLC wit tax-exempt organizations, both from the planning standing of individual donors as well as from the institutional charitable organization standpoint.