Management

  

Melvin A. Warshaw, JD, LLM

Principal, General Counsel
Boston, MA

Mel Warshaw is the General Counsel of Financial Architects Partners. His primary responsibility is to liaison with tax and estate planning lawyers, CPAs and senior trust company officers around the country educating and advising them on life insurance structures suitable for wealthy families.

He is currently a member of the editorial advisory board of Trusts & Estates magazine. He has written extensively for Trusts & Estates as well as for Estate Planning Journal on a variety of sophisticated topics touching on life insurance and its use in providing liquidity to large estates.

Mel has been a frequent speaker at national estate planning conferences including the University of Miami School of Law Heckerling Institute and the University of Santa Clara Kasner Institute. He has also spoken at countless regional estate planning conferences and at industry events.

His is increasingly focused in the area of international estate planning and the uses of life insurance to solve liquidity problems of Non-Resident Aliens who may have family members or fixed assets located in the U S or who have become U S citizens or residents. In addition, Mr Warshaw focuses on how to use life insurance to solve complex problems encountered by foreign trusts with U S beneficiaries. Mel is a full member in STEP (Society of Trust and Estate Professionals), and will be speaking on the topic of international uses of life insurance at an upcoming meeting of the STEP San Diego Chapter in 2018. In addition, Mel has recently been appointed to the international planning section of the editorial board for Trusts & Estates magazine.

Mr. Warshaw also serves on the advisory board of Nomadx, a Denver-based company, which solves risk management issues faced by fiduciaries in the wealth management industry. Nomadx helps clients identify their risk factors, mitigates their risk through process, procedure and education and when desired, transfer liability risk through customize trustee insurance protection programs.

Prior to joining the company, Mr. Warshaw was a senior wealth advisor at JP Morgan Private Bank in Boston MA and Greenwich CT as well as New York City. Prior to that, Mr. Warshaw created the Boston office Private Client Dept. at the international law firm McDermott Will & Emery. Earlier in his career he was a partner in the Boston law firm, Burns & Levinson. Mel began his career as an attorney-advisor in the Office of the General Counsel of the Internal Revenue Service in the Washington, DC national office.

Education:

LL.M. in Taxation, Georgetown University Law Center, 1980.
J.D., St. Louis University School of Law, 1975.
B.A. with Honors, University of Rochester, 1972.

Contact:

Prudential Tower
800 Boylston Street, 26th Floor
Boston, MA 02199
617-259-1900