Emily Haenselman

Emily M. Haenselman
Senior Vice President Director of Family Education

919 E Main St

8th Floor,

Richmond, VA 23219-0005

emily.haenselman@truist.com

Phone 804-782-7964

Get directions

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About me

Background

Emily Haenselman is a director of education with the Truist Wealth Center for Family Legacy, who educates the next generation of family members by developing and delivering a variety of education programs that focus on preparing them for various roles and transitions that occur over a lifetime. She works one-on-one with family members and participates in multi-generational family meetings on a broad array of topics, including financial education, family communication, and career development.

Emily has over 15 years of trust and estate planning and administration experience. She’s also a member of the Trusts and Estates Section, and the Estate Planning Counsel of Richmond.

Education

Bachelor of Arts
Marymount Manhattan College 1997 2001
Juris Doctor
The University of Denver, Sturm College of Law 2002 2005

Specialties

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Educating family members with significant wealth to confidently manage their financial lives

Locations

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