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Douglas Moore

Managing Director and Senior Financial Planner, U.S. Trust, Bank of America Private Wealth Management

Douglas Moore has been a managing director and the senior planner in the U.S. Trust Family Office Group (specializing in estate and charitable planning) since 2008.  He regularly meets with families and their advisors to design and implement estate, charitable and trust plans.

 

Doug has been a trusts and estates attorney for more than 32 years.  Before joining U.S. Trust, he was a managing director and the head of estate and charitable planning at The Citigroup Private Bank for five years and Citi Trust for over one year.  Also, he was Senior Counsel of the Estate and Trust Services Group at Smith Barney for over five years.  Before joining Smith Barney in 1996, Doug practiced law in Manhattan for over 16 years as a trusts and estates attorney and was involved in all aspects of estate planning and estate and trust administration.

 

Doug has written over fifty-five articles on estate and charitable planning, investments for trusts and private foundations, fiduciary responsibility, real estate and life insurance.  These articles have been published in Trusts & Estates, Estate Planning, Taxation of Exempts, Practical Tax Strategies and BNA Tax Management.  He also serves as a co-chairperson of the Estate Planning and Taxation Committee on the advisory editorial board of Trusts & Estates magazine.  He has lectured before various professional groups (including bar associations)on estate and charitable planning.

Douglas’s Recent activity

Volatility - An Impediment for Trustees
Dec 01, 2011
Global geopolitical concerns have contributed to an unstable economy and increasingly volatile markets. Excessive volatility adds even more complexity for fiduciaries and their investment advisors particularly those...
Avoid Erroneous Assumptions: Ask First, Draft Later
Nov 01, 2011
The best plans and intentions can be led astray by misconceptions based on erroneous assumptions, especially with philanthropic succession planning. Often, senior or same generation family members don't have a true...
Charitable Remainder Trusts Revisited
Jul 01, 2011
Many charitably inclined clients abstained from making significant outright donations to charity or creating or funding charitable remainder trusts (CRTs) during the recent economic and tax law uncertainty. They still...
New Rates, New Exemptions, New Gifting Opportunities
Feb 01, 2011
On Dec. 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the Act). Among other things, the Act makes changes in the tax law for calendar...
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