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Mary-Ellen Dota
Assistant Manager, Trust & Estate Administration
Introduction
Mary-Ellen Dota is the Assistant Manager of the Trust Administration team in Nixon Peabody’s Private Clients Fiduciary Services practice. She has over 25 years’ experience in trust and estate administration as well as experience in the administration of IRA accounts through the administration and management of such accounts in Nixon Peabody Trust Company.
My focus
My primary focus is ensuring that our clients are provided with a high quality, personal touch service for each account we manage on their behalf. Overall, the administration of their accounts, be it trust, estate, or charitable foundations, involves monitoring all cash transactions and asset transfers while ensuring that we remain within the guidelines of governing instruments and proper tax reporting.
Looking ahead
I think that we would be well served to continue to monitor the growth of the retirement asset industry. It is my opinion that Nixon Peabody LLP, with their wholly owned subsidiary Nixon Peabody Trust Company, is well positioned to provide “one-stop shopping” for our clients. The firm can provide high quality individualized attention for estate planning or business matters that can transition to asset management with a team of closely associated professionals working together to provide each client with top-quality work all under one roof.
Education
Rivier University, B.A.
Professionals in the Practice Area
View AllEvelyn V. Moreno
Partner
Practice Group Leader, Private Clients- Boston
- Office:617.345.6157
- emoreno@nixonpeabody.com
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