The Sanibel Captiva Trust Company is pleased to announce the recent accomplishment by attorney T. John Costello, Jr., J.D. who is a graduate of Class VI of the Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC). The highly respected organization develops the profession’s future leaders through a series of in-depth educational presentations led by subject matter experts in each field of the trust and estate industry.

 

“We are very proud of John’s accomplishment and the knowledge he has gained from this intensive process,” said Peter J. Knize, J.D., LL.M., AEP®, Chief Fiduciary Officer of The Trust Company. “It will be a substantial benefit to our trust and estate clients.”

 

Costello joined The Trust Company in 2021 as a member of the fiduciary team. He assists clients with matters in estate and trust administration, estate planning, and family office services. He joined The Trust Company from Porter Wright Morris & Arthur, LLP of Naples, FL, where he practiced law in the areas of estate planning, estate and trust administration, and related litigation. Costello was recognized in 2020 by Naples Illustrated as a Top Lawyer in Trusts and Estates. His office is within The Sanibel Captiva Trust Company’s new Fort Myers office at Bell Tower.

 

 

LEGAL, INVESTMENT AND TAX NOTICE: This information is not intended to be and should not be treated as legal advice, investment advice or tax advice.  Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel.

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The Sanibel Captiva Trust Company is an independent trust company with $4.5 billion in assets under management that provides Family Office and Wealth Management Services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered, independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs and Tarpon Springs.  www.sancaptrustco.com