Sean P Loughran
Philadelphia,PA
Summary
Experienced Trust administration professional with over 15 years of service as an advisor & fiduciary. Senior Counsel for multi-state Trusts & Probate law practice group. Experience in complex probate litigation. Proven record of success in advising families on asset protection & business succession strategies. Licensed Pennsylvania attorney in good standing
Overview
24
24
years of professional experience
Work History
Senior Counsel Trust & Estates
Empire Law Group
New York / Philadelphia
01.2022 - Current
- Oversee Estate administration & Trust practice group.
- Advise clients on utilization of tax advantageous strategies (GRAT, ILIT & CLAT) for business succession or multi-generational estate planning.
- Head of firm Trust services initiatives including Crummey letter, 1041, K-1.
- Draft & Execute Estate & Trust instruments (RLT, SLAT, MAPT) for ultra-high net worth families.
- Advise and oversee the implementation of non-domestic asset protection strategies.
General Counsel / Planned Giving Director
Keystone College
01.2021 - 01.2022
- Advise the College President and Board of Trustees on non-profit corporate governance matters and endowment strategies..
- Directed foundational initiatives, securing over $5M in grants
Director of Development
Omnicom
New York , NY
01.2017 - 01.2020
- Directed deployment of a $45M D capital campaign, culminating in a 35% increase in organizational capacity.
- Pioneered a Qualified Charitable IRA Distribution program, facilitating $3M in tax-efficient donations.
- Advised trustee board on donor retention strategies, boosting renewal rates by within one fiscal year.
Senior Counsel
Carnegie Associates
New York, NY
01.2007 - 01.2015
- Drove a record-setting $11.4M blended fundraising effort, enhancing operations for an international nonprofit's humanitarian endeavors.
- Executed over 100 principal-level solicitations, raising $5M in crucial funds.
- Executed over 100 GRAT, ILIT, and CRT structures, significantly minimizing clients' estate taxes and safeguarding assets for beneficiaries.
Assistant District Attorney (Financial Crimes)
BKings County District Attorneys Officer
Brooklyn , NY
07.2001 - 01.2007
- Lead Litigator on eleven separate felony convictions in the financial crimes bureau
- Front line prosecutor at first of its kind community justice center in Red Hook Brooklyn.
- Oversaw implementation of sentencing reform initiatives for credit defaulters.
- Founding trustee for foundation supporting youth sports initiatives.
Education
Juris Doctor -
Emory University School of Law
01.2001
Bachelor of Sciences -
University of Massachusetts Amherst
01.1998
Skills
- Estate planning
- Trust administration
- Tax strategy
- Regulatory compliance
- Legal drafting
- Non-profit governance
Websites
Timeline
Senior Counsel Trust & Estates
Empire Law Group
01.2022 - Current
General Counsel / Planned Giving Director
Keystone College
01.2021 - 01.2022
Director of Development
Omnicom
01.2017 - 01.2020
Senior Counsel
Carnegie Associates
01.2007 - 01.2015
Assistant District Attorney (Financial Crimes)
BKings County District Attorneys Officer
07.2001 - 01.2007
Juris Doctor -
Emory University School of Law
Bachelor of Sciences -
University of Massachusetts Amherst
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