Jeffrey Hassler

Jeffrey B. Hassler
Senior Vice President Senior Region Trust Advisor

919 E. Main St.

8th Floor,

Richmond, VA 23219

jhassler@truist.com

Phone 804-787-1165

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About me

Background

Jeff Hassler is a Senior Region Trust Advisor and Senior Vice President with Truist Wealth. He provides advanced estate planning guidance to ultra-high net worth clients in the context of comprehensive wealth management and administers large and complex trust and fiduciary accounts.

Jeff joined Truist's GenSpring in 2020. An estate planning attorney by training, Jeff practiced with the Private Wealth Services group of McGuireWoods LLP in Richmond, where he worked with wealthy families in Virginia and around the United States on a wide range of matters related to estate planning, fiduciary risk and litigation, tax strategy, and philanthropic planning.

During his time with BB&T Wealth, Jeff served as a Regional Director of Trust Services, leading a successful and dynamic team of trust officers and trust administrators in the mid-Atlantic region. He was also a Personal Trust Specialist, working closely with clients and their attorney advisors to proactively address estate planning needs, help grow and protect wealth, and resolve family conflict, while also administering all fiduciary aspects of sophisticated trust, estate, and investment accounts.

Education

Juris Doctor
Pepperdine University Caruso School of Law 2005 2008
Bachelor of Arts in Political Science
Wheaton College (IL) 1999 2003

Personal Interests

Jeff serves as the current Chair of the Virginia Bankers Association Trust & Wealth Management Committee, and as a member of the Board of Directors of the Virginia Law Foundation and as Vice Chair of the Finance Committee. He is a past president of the Trust Administrators Council of Richmond, and a member of the Richmond Estate Planning Council, and the Wheaton College Scholastic Honor Society. He has served as a member of the Session of Third Church, Richmond, VA, and is a member of the Santa Clara Vanguard Alumni Association.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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

Locations

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