Jadin Winberg

Jadin Winberg, JD, LL.M.

Vice President, Estate Planning & Trust Services

Overland Park, KS

As vice president of estate planning & trust services, Jadin leads the firm’s efforts to deliver best-in-class corporate trustee and estate advisory services to clients. He utilizes his technical knowledge and experience to evaluate complex tax and estate planning issues and provide solutions for clients of Mariner Wealth Advisors.

Jadin has been with Mariner Wealth Advisors since 2013. Prior to joining the firm, he spent eight years with UMB Private Wealth Management as vice president and trust advisor. In that role, he was a key advisor on a book of business totaling more than $250 million. Jadin advised high-net-worth clients on a wide range of estate planning, investment and tax considerations. He also administered trusts, probate estates and conservatorships for which UMB served as a fiduciary. Jadin gained significant experience handling the management and disposition of unique assets such as commercial real estate, farmland, closely held business interests, fine art and other personal property.

Jadin’s past experience also includes working for a boutique aviation law firm focused on structuring the acquisition, ownership and use of private aircraft and advising clients on federal and state tax issues surrounding proposed aircraft transactions. He also clerked for a Judge of the U.S. Bankruptcy Court, Western District of Missouri, where he provided legal research and analysis on various bankruptcy and procedural issues.

Jadin has a bachelor’s degree in finance from the University of Missouri and is an honors graduate of Cannon Trust School. He also holds a juris doctorate and LL.M. in taxation from the University of Missouri – Kansas City School of Law. He is a past recipient of the Myron E. Sildon Excellence in Tax and Estate Planning Award.

Jadin is a licensed attorney in the state of Missouri and is a member of the Missouri and Kansas City Metropolitan Bar Associations. He also is a faculty member with the Missouri Bankers Association School of Bank Management, where he teaches a course on estate planning and trust services.

 

 

Estate and trust services provided by Mariner Trust Services, an affiliate of Mariner Wealth Advisors.