- by Douglas D. Wilson, CFP, CTFA

Douglas D. Wilson, CFP, CTFA

Doug Wilson Doug Wilson has over 40 years of experience in the estate and trust business. He has extensive knowledge in all areas of fiduciary management including estate planning, trust and probate administration, charitable trusts, employee benefits, investments, fiduciary and estate taxation, and trust accounting.

He has been an instructor with the American Institute of Banking for over 20 years and has been certified as an instructor for the College of Financial Planning, Denver, Colorado. Doug is a lecturer at the University of Hawaii's College of Continuing Education where he has authored and taught courses on "Managing Your Affairs After Retirement", "Acting as an Executor or Trustee: Information You Need to Know", and "How to Manage An Estate or Trust."

Doug was a featured speaker at the 1996 AICPA National Symposium in Las Vegas. He conducts frequent seminars on estate planning, and trust and estate administration and has written several articles on these subjects including a featured article in the October 1997 issue of the Journal of Accountancy entitled, "Providing Guidance to Executors and Trustees".

He received his MBA from Pepperdine University and a BA in economics from the University of Hawaii. Doug is also a graduate of the Pacific Coast Banking School (Trust) held at the University of Washington. He received his certification as a financial planner (CFP) from the College for Financial Planning in 1985 and is a Certified Trust and Financial Advisor (CTFA), a designation conferred by the Insititute of Certified Bankers.


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