Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Joseph Hankins, JD, CEPA

Saint Louis

Summary

Private wealth and legal professional with 15+ years of experience advising high-net-worth families. Expertise in driving new business and managing multigenerational relationships. Delivered comprehensive balance sheet solutions across investments, estate planning, credit, and banking. Recognized for strong community presence and consistent sales success.

Overview

12
12
years of professional experience

Work History

Trust Advisor

Region's Bank
Saint Louis
09.2022 - Current
  • Serve as lead trust and estate advisor on client relationship team. The size of the client relationships range from $1 million to $100 million in AUM, with an average AUM of $10 million.
  • Generate new business opportunities by networking with internal and external referral partners. I have exceeded my sales goal each year, with last year being more than 150% of the goal.
  • Provide total balance sheet advice. Leverage relationships with internal and external partners to ensure estate planning, legacy strategies, credit, investment, and banking solutions are met.
  • Actively engage with next-generation clients to ensure the retention of the family relationship.
  • Provided expertise in complex trust structures, including charitable trusts, marital and family trusts, special needs trusts, and testamentary trusts.

Wealth Planner

Fifth Third Private Bank
Louisville
09.2017 - 06.2021
  • Implemented fee-based wealth planning engagements for clients with $25 million to $100 million net worth. Fees for a one-year wealth planning engagement ranged from $5,000 to $50,000.
  • Collaborated with clients to develop personalized financial plans, educating clients on financial products and services of the bank to help them meet their goals.
  • Ranked in the top quartile of wealth planners based on total wealth planning sales generated, earning the top spot in my second year, with total wealth planning sales that year in excess of $300,000.
  • Advised C-suite executives, business owners preparing for liquidity events, professional athletes, and multigenerational trust beneficiaries on advanced planning strategies utilizing techniques such as GRATs, IDGTs, SLATs, charitable trusts, and FLPs.
  • Created a three-part lunch-and-learn series for commercial bankers, educating them on strategies to position a warm referral to a Private Bank team.

Attorney

Hahn Loeser & Parks
Indianapolis
01.2015 - 09.2017
  • Provided strategic guidance to C-suite executives and family business owners on estate planning and business transition strategies.
  • Authored the book Intentionally Defective Grantor Trusts, Line by Line, published by Thomson Reuters.
  • Taught a 36-hour CPA continuing education program. Many of the attendees were CFOs of privately owned companies who referred the business owner.

Attorney

Hankins Law
Indianapolis
10.2013 - 01.2015
  • Established a solo law practice specializing in estate and business law.
  • Developed strategic networking initiatives, resulting in referral relationships with accountants, financial advisors, and bankers.
  • Exceeded revenue goals through effective partnership cultivation and client acquisition strategies.

Education

J.D. -

George Mason School of Law
Arlington, Virginia
05-2008

Bachelor of Arts - Political Science

Truman State University
Kirksville, Missouri
05-2004

Skills

  • Teamwork and collaboration
  • Client relationship management
  • Public speaking
  • Program design
  • Business development
  • Analytical thinking
  • Risk assessment
  • Compliance management
  • Client interviewing
  • Cash flow oversight
  • Active listening

Affiliations

• The Bar Association of Metropolitan Saint Louis, Probate & Trust Law Section and LGBT Committee

• Estate Planning Council of Saint Louis

• The St. Louis Chapter of The Exit Planning Institute

• Hispanic Chamber of Commerce of Metropolitan Saint Louis, Graduate of the 2024 Hispanic Leadership Institute

• Missouri Botanical Gardens, Corporate Council

Timeline

Trust Advisor

Region's Bank
09.2022 - Current

Wealth Planner

Fifth Third Private Bank
09.2017 - 06.2021

Attorney

Hahn Loeser & Parks
01.2015 - 09.2017

Attorney

Hankins Law
10.2013 - 01.2015

J.D. -

George Mason School of Law

Bachelor of Arts - Political Science

Truman State University

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Joseph Hankins, JD, CEPA