Trust Officer

Barbara A. Kendall

Trust Officer

Overview

In her capacity as a Trust Officer, Barbara works closely with trustees, personal representatives, legal, tax, and investment professionals in the implementation of complex estate plans, settlement of decedent’s estates, administration of revocable and irrevocable personal trusts, private foundations, and charitable trusts, and coordinates filing of fiduciary and personal income tax, estate and gift tax returns.

Before Bowditch

Prior to joining Bowditch & Dewey, Barbara was a Vice President with Fleet Private Clients Group, responsible for administration of personal trusts and investments for multi-generational family groups and high net worth individuals.

Ms. Kendall is also a Certified Trust and Financial Advisor and a graduate of National Graduate Trust School.

Education

  • LL.M., Taxation, Boston University
  • J.D., Suffolk University Law School
  • B.S., University of Vermont
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