The decision whether and how to best transition out of your business is seldom easy. Several key factors may include: (i) financial needs moving forward for you and your family; (ii) your desire to remain involved in the business in some capacity; (iii) the involvement of business partners and/or family members; (iv) the impact of income and/or estate taxes; and (v) market conditions.
Blair is responsible for developing and implementing comprehensive financial, estate planning, and wealth transfer plans for high-net-worth families and entrepreneurs throughout the New Jersey region. Blair works closely with clients and their advisors to define each client’s specific goals and objectives before developing an appropriate plan. Blair’s areas of proficiency include estate and retirement planning, insurance planning, investment planning, education planning, business succession planning, legacy planning, and philanthropic planning.
Prior to joining Wilmington Trust, Blair served as a vice president and senior wealth planner at PNC. In that role, he advised high-net-worth clients on all areas of estate and financial planning. Prior to his work at PNC, Blair practiced law in the Trusts and Estates practice groups at Brown & Connery, and Morgan Lewis law firms.
Blair holds a Juris Doctorate from Rutgers School of Law and a bachelor’s degree in Criminal Justice from Rutgers University. Blair is admitted to practice law in New Jersey and Pennsylvania. He is a member of the Estate and Financial Planning Council of Southern New Jersey and the South Jersey Chamber of Commerce.
Blair is active in his local community, serving on the Professional Advisors Committee of the Community Foundation of South Jersey, and is a past member of the Board of Trustees for United Way of Camden County (now a part of United Way of Greater Philadelphia and Southern New Jersey). Blair also coaches youth sports in his community.