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Introduction
Steve Chandler is a trust administrator in Nixon Peabody’s Private Client department. He has over five years of experience in the estate planning field. He works closely with clients and financial institutions in order to fund trusts, collects and evaluates assets, and monitors over 200 trust accounts on a daily basis.
My focus
I focus on providing trust accounting services for fiduciary clients and charitable organizations.
Client Services
I maintain regular contact with my clients through telephone conferences and e-mail. I assist my clients in a variety of ways: I disburse funds as requested, I assist new clients in transferring funds to Nixon Peabody and I closely monitor my clients’ assets on a daily basis to ensure that they are in balance and have sufficient funds available for their needs.
Charitable Organizations
I work with charitable organizations on a regular basis. I assist in the formulation and dissemination of disbursement policies as well as organizing of the annual meeting of the trustees and advisors. Additionally, I am involved with the process of providing charitable grants; I personally analyze grant proposals from a variety of sources and I provide summaries of these proposals that are utilized at the annual meeting of the trustees and advisors.
Looking ahead
Personally, I have been tasked with analyzing the trend of the inflows and outflows of our trust accounts. On the whole, I would say that the forecast is positive.
Education
Suffolk University Law School, J.D.
Wheaton College, B.A., History
Professional activities
French National Honor Society
Languages
French
Professionals in the Practice Area
View AllEvelyn V. Moreno
Partner
Practice Group Leader, Private Clients- Boston
- Office:+1 617.345.6157
- emoreno@nixonpeabody.com
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