Jacqueline Riorden

Biography

Jacqueline brings a comprehensive approach to wealth management, blending trust and estate planning, Medicaid planning, and fiduciary income tax administration. As a respected contributor and educator, she empowers clients and professionals with her expertise in regulatory compliance and client relationship management.

Professional Expertise and Industry Impact

Jacqueline's extensive career in fiduciary services, including her role as a Fiduciary Officer with ESL Trust Services, LLC, in Rochester, NY, has significantly influenced estate and trust planning strategies. She maintains high client service standards, retention, and relationship expansion.

Educational Background and Professional Credentials

She is a regular contributor to national and local publications on Medicaid and estate planning and frequently appears on WHAM Radio in Rochester, NY. Jacqueline has taught numerous seminars for the Monroe County (NY) Bar Association, NBI, Inc., and the Paralegal Association of Rochester, NY, concentrating on estate and trust planning and administration.