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WEEKLY BRIEFING 8.20.20
This week at Regent Atlantic we’re talking about Spousal Lifetime Access Trusts. Lesley Draper discusses the advantages of SLATs under current estate tax law. -
WEEKLY BRIEFING 8.4.20
This week at RegentAtlantic we're talking about charitable lead annuity trusts. Lesley Draper discusses how they work and their potential benefits in low interest rate environments. -
WEEKLY BRIEFING 7.22.20
This week at RegentAtlantic we're talking about intra-family loans. Lesley Draper takes us through how intra-family loans can be advantageous for a parent helping a child, another family member or friend to friend.
A team approach
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Wealth Advisor
Client Relationship Specialist
Lesley A. Draper
CFP®, CTFA
Partner and Wealth Advisor
LinkedInLesley advises clients across multiple areas of their financial life and strives to help them meet their long-term financial and estate planning goals. She takes a special interest in charitable and wealth transfer planning. Lesley is the Immediate Past President of the Estate Planning Council of Northern New Jersey and a board member. She is passionate about giving back and co-chairs the Firm’s Neighborhood Nonprofits Group in addition to serving on multiple charitable boards, including P.G. Chambers School and Morristown Festival of Books. She also chairs the development committee for the P.G. Chambers School.
Lesley received her BS from Purdue University in West Lafayette, Indiana. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Trust and Financial Advisor (CTFA) and has taught at the Institute of Certified Bankers Graduate Trust School held at Northwestern University. Prior to joining RegentAtlantic, Lesley was a Vice President in Citigroup Private Bank focusing on relationship management and business development. Prior to her tenure at Citigroup, she spent 11 years at U.S. Trust Company of New York in the Financial Planning and Family Wealth departments providing financial, estate and investment planning advice to high-net-worth individuals, corporate executives and multi-generational families. Lesley resides in Montclair, NJ with her partner Bob, two German Shepherds and three rescue cats.