Anne Marie Levin Is Senior Vice President and National Fiduciary Advice Leader for Key

Anne Marie Levin is Senior Vice President and National Fiduciary Advice Leader for Key National Trust Company of Delaware in Wilmington, Delaware. Anne Marie is a national corporate resource who works with clients and their advisors across the country in considering, planning and drafting Delaware Trusts.

Prior to joining Key, Anne Marie was Vice President and Delaware Advantage Trust Specialist for PNC Wealth Management, where she led PNC’s Wealth Preservation and Delaware Trust National Practice Group. Prior to joining PNC in 2007, Anne Marie was Senior Estate and Trust Counselor for the Vanguard Group's Asset Management Services; her responsibilities included counseling affluent individuals across the country on sophisticated estate planning strategies. Prior thereto, Anne Marie was a founding partner of a boutique trusts and estates /elder law practice in Bryn Mawr, Pennsylvania. She was also a trust and estate planning attorney in the Private Client Group of the Philadelphia offices of Blank Rome LLP, a large national law firm. Anne Marie earned her BA from VillanovaUniversity, law degree from Temple University School of Law, and a Master of Laws degree(LL.M) in Taxation from Villanova University School of Law. She is also an honors graduate of CannonTrustSchool and earned the designation of Certified Trust and Financial Advisor (CTFA).

Anne Marie is a member of the Pennsylvania Bar Association, the Montgomery Bar Association, the Delaware State Bar Association’s Estates and Trusts Section, the Trust Committee of the Delaware Bankers Association, the Delaware and Philadelphia Estate Planning Councils, and the Wilmington Tax Group. Anne Marie is a frequent speaker before professional organizations nationwide on Delaware trust topics. Her recent publications in Estate Planning Review-The Journal include“Year-End Wrap-Up – Why Are Delaware Trusts So Popular?,” December 18, 2014; “Due Diligence for Asset Protection Planning,” September 18, 2014; “Any Way You Slice It—Directed Trusts for Control and Flexibility,” March 20, 2014;“Love is All You Need…Or Is It? Premarital Planning with Asset Protection Trusts,” August 20, 2013; “Domestic Asset Protection Trusts (a review of the Huber case),” September 19, 2013; and “Asset Protection for Tax-Exempt Organizations,” November 19, 2013. She also published “Twenty Questions About Using Delaware Trusts,” CPA Journal, September 2013; “The Delaware Personal Trust Advantage is Useful in Many Scenarios,” Estate Planning Journal, June, 2009, and “Put Decanting to Work to Give Breath to Trust Purpose,” Estate Planning Journal, January, 2011. Anne Marie presentedat the 2008, 2009, 2010, 2011, 2013 and 2014 Delaware Trust Conferences on topics including “Asset Protection Trusts for Tax-Exempt Organizations,”“Premarital Planning with Asset Protection Trusts,” “Delaware Tax-Advantaged (DING) Trusts,”“Delaware’s Hidden Treasures,” and “Attorney Malpractice and Trustee Liability for Failure to Forum Shop.” She has presented national ABA telephone briefings entitled “How Delaware Trusts May Benefit Your Clients” and “How to Save State Income Taxes Using Delaware Trusts,” and co-presented an American Bar Association CLE teleconference entitled “Creating a Domestic Asset Protection Trust: An overview of the issues to consider in drafting, funding, and administering a Domestic Asset Protection Trust.”