Chuck Sharpe

Chuck provides his visionary and strategic outlook on the trust company industry. Leaning on his legal experience and financial planning exposure to entrepreneurs, multi-family generational planning and high net worth clients, Chuck provides additional estate and trust planning overview. Chuck started his career at KPMG as an audit professional and later, after graduating from law school, joined Ernst & Young’s Personal Financial Counseling group. During his time with Ernst & Young, he focused on consulting high net worth individuals, entrepreneurs, and corporate executives on diverse estate planning and asset protection issues, ranging from simple wills and trusts to sophisticated, multi-entity transfer planning. Chuck started his law firm in Dallas, Texas in 2003 focusing on estate planning, estate and trust administration and asset protection.

Chuck is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization and is a regular presenter to the financial planning sector regarding estate planning and coordination with financial plans. He is a graduate of Texas Christian University (1992) and the University of Oklahoma College of Law (1997). He obtained has CPA license in 1993 and is authorized to practice law in Texas and Oklahoma.