Daniel M. Fitzpatrick

Daniel M. Fitzpatrick

also known as Daniel M. FitzPatrick, Dan FitzPatrick

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Rating: 7.9

Licensed for 42 years

Trusts Lawyer at Greenwich, CT
Practice Areas: Trusts, Estate Planning, Wills & Living Wills ... +2 more

500 Field Point Rd, Greenwich, CT

About Daniel

Biography

Practice Areas

5

Practice Areas

Trusts 35%

34 years

35%
Probate 15%

34 years

15%
Mediation 10%

10 years

10%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in New York for 42 years

State: New York

Acquired: 1984

Currently Registered

No misconduct found

Location

Northway Wealth Advisors, LLC

500 Field Point Rd, Greenwich, CT, 06830-7056

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Daniel M. Fitzpatrick's Reviews

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Experience

Rating:  7.9 (Very Good)

Honors

2021

Master Certified Independent Trustee, Independent Trustee Alliance

2014

Richard Adams Leadership Award, Fiver Children's Foundation

1982

Editor-in-Chief, Vanderbilt Journal of Transnational Law, Vanderbilt University Law School

N/A

Eagle Scout, Boy Scouts of America

Work Experience

2017 - Present

President, Northway Wealth Advisors, LLC

2018 - 2019

Vice Chairman, Dominion Fiduciary Services Limited

2012 - 2016

EVP & Head of Webster Private Bank, Webster Financial Corporation

2010 - 2012

Regional Managing Director, BNY Mellon

2008 - 2010

Partner, Samoset Capital Group, LLC

2005 - 2008

Managing Director & Head of Citi Trust, Citigroup Global Wealth Mgmt

2000 - 2005

Managing Director & Head of GS Trust, Goldman Sachs

1992 - 2000

Managing Director & Head of JPM Trust, J.P.Morgan Private Bank

1983 - 1992

Attorney, Davis Polk & Wardwell

Associations

2004 - Present

Greenwich Emergency Medical Service, Inc.

Executive Committee Member & Former Vice Chairman

1992 - Present

American Association of the Sovereign Military Order of Malta, USA

Member & Former Board of Councilors

American Bar Association

Member

Trust Management Association

Former Executive Committee Member

Trust & Investments Division of the New York State Bankers Association

Former Executive Committee Member

Trustee's Committee, The New York Community Trust

Former Representative, J.P. Morgan, Goldman Sachs & Citigroup

The HealthCare Chaplaincy, Inc.

Former Board of Trustees

Sample of Legal Cases

Howard et al v. Cassity, et al, US District Court, Eastern District of Missouri (Case No. 4:09CV01252 ERW)

Earlier jury award reduced by 75%

Lindie L. Banks et al v. Northern Trust Corporation, US District Court, Central District of California (Case No. 16-cv-09141)

Class certification was denied and case dismissed on motion for summary judgment.

See More Legal Cases

Education

1983

Vanderbilt University Law School

JD - Juris Doctor

Publications

2021

Trusts & Estates Exercising Fiduciary Discretion in an Uncertain and Increasingly Litigious World

2020

The International family Offices Journal A tale of three families -- passing on a treasured home to the next generation

2019

The International Family Offices Journal High wire act: exercising fiduciary discretion in an uncertain and increasingly litigious world

2018

The International Family Offices Journal Up close and personal: observations on estate administration in the 21st century
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  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
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