WASHINGTON, D.C. ESTATE PLANNING COUNCIL

Program Description and Benefits: 
The financial services industry, and particularly the trust sector, is facing a significant succession gap as seasoned professionals retire without a deep bench of trained successors ready to step in. Many firms struggle to identify and hire qualified candidates who can seamlessly transition into the complexities of trust administration. A key challenge is the traditional “learning on the job” approach, where new hires gain knowledge informally, often from others who were similarly trained. This model is unsustainable in today’s regulatory and client-driven environment, where expertise, compliance, and trust administration skills are more critical than ever. Join us to learn more about pipeline training programs and how they can be applied to all estate planning disciplines.

Speaker Biography: 
Jennifer Zelvin McCloskey is a distinguished legal professional, educator, and leader in the fields of trust management, estate planning, and wealth management. Licensed to practice law in Delaware, Florida, North Carolina, and Pennsylvania, she combines her extensive legal expertise with a passion for mentoring the next generation of fiduciary professionals. With an LLM in Taxation and a Certificate in Estate Planning from Villanova University School of Law, she brings over two decades of diverse experience as a practicing attorney, trust officer, and faculty member at the University of Delaware. As the Director of the Trust Management Minor, Jennifer has developed innovative curricula, fostered strong industry partnerships, and spearheaded mentorship and internship initiatives to prepare students for careers in fiduciary services. In addition to her classroom contributions, she is actively developing an online certificate program in trust management to expand access to this critical field. Her leadership in education, legal practice, and program development underscores her commitment to advancing excellence in trust and estate management.

Logistics:

• Members: No cost to participate; Guest fee of $25 applies for non-members.
• Guests warmly welcome when participating with a member host.
• Connection details will be provided prior to the webinar.