Biography

Ken is responsible for the daily administration and oversight of trusts for which attorneys within the Fiduciary Services Group serve as trustees.

Ken works with securities brokers, CPAs, investment advisors and managers, and other professionals to ensure that trusts' legal and financial goals and purposes are fulfilled effectively and efficiently. He is often the primary contact for beneficiaries and co-trustees and places high priority on providing services and solutions to meet their needs.

Ken's background, prior to his joining Verrill, included private banking, cash management, and foreign and domestic mutual fund operations. Ken earned the American Bankers Association/Institute of Certified Bankers' designation of Certified Trust and Financial Advisor (CTFA) in 2003.

Ken is an avid reader who enjoys the beach, working out, and perusing local antiques shops for furniture and art for his home.

Services/Industries

Education

  • University of Southern Maine  (B.S., cum laude)

Memberships

  • Certified Trust and Financial Advisor, American Bankers Association/Institute of Certified Bankers (2003)

Firm Highlights

Blog

The How and When of Separations from Service Under Section 409A

Readers who regularly work with deferred compensation plans will know that Section 409A of the Internal Revenue Code (“Section 409A”) prescribes six events or times at which deferred compensation may be distributed to participants...

News

Verrill Attorney Elizabeth Connellan Smith Elected President of National Workers’ Compensation Defense Network

Publication/Podcast

BLM-Masked Employees of Whole Foods Lose Race Bias Appeal Regarding Dress Code

Matter

Elections and Constitutional Law: Successfully Challenged Certification of Initiative Petition

In a victory for consumers and the ride-hailing public, the Massachusetts Supreme Judicial Court recently barred the Secretary of State from placing on the November ballot initiative petitions proposed by companies such as Uber...

Blog

Proposed Changes to Massachusetts Paid Family & Medical Leave Regulations

The Massachusetts Department of Family and Medical Leave has proposed changes to the regulations governing the state’s paid family and medical leave program. The proposed changes are intended to clarify the requirements related to...

Event

Annual Update: Part 1 - 2022 Legal Year in Review (2nd Session)

Matter

Advised Fortune 500 Company on Group Health and Welfare Benefit Plans

We were engaged by a Fortune 500 manufacturing company to provide legal and compliance services regarding its group health and welfare benefit plans. During the course of our representation, we have advised the company...

Event

Annual Update: Part 1 - 2022 Legal Year in Review (1st Session)

News

The Boston Bar Association Adds Verrill Attorney David M. Friedman to Council

Publication/Podcast

Amending Your Retirement Plans this Year for SECURE Act and CARES Act Changes

This post was updated on September 29, 2022. On August 3, 2022, the IRS extended the deadline for retirement plan sponsors to adopt amendments necessary to comply with the Setting Every Community Up for...

Contact Verrill at (855) 307 0700