DONALDSON JAMES N. 73, of Fairfield, CT, passed away July 18, 2013, after a brief illness. Born in Canonsburg, PA, March, 1940, he was the son of the late Attorney James Reed Donaldson and Alice Neill Donaldson. He grew up in East Washington, PA and graduated from East Washington High School in 1958. He obtained his BA in Political Science from Westminster College in 1962 and attended the University of Pittsburgh Law School from 1962-1964. Changing focus, he received his MEd Degree from the University of Pittsburgh in 1965, doing his educational internship at Bedford Junior High school in Westport, CT. He continued his educational career teaching at Westport's Colytown Junior High School from 1966-1967. July, 1967, he joined Bankers Trust Company, NYC, (now Deutsche Bank) first as a Trust Administrator until 1970, then as Assistant Trust Officer to 1973 when he became Trust Officer and Manager of the White Plains, NY Bankers Trust Office, a position he held until 1976. During the remainder of his years with Bankers Trust, he was in charge of the Trust Administrative Unit, becoming a Vice president in 1976, Group Manager for the Personal Trust Management Group until 1982 and section Head for the Private Clients Group. In 1983, He joined Chemical Bank, NYC, as Vice President, Director of Sales, later becoming head of the Trust and Estate Administration Unit. Chase Manhattan Bank, NTC (JPMorgan Chase) brought him on board in 1990 as Vice President in Wealth Management Advisory and then in Global Trust and Fiduciary where he was also responsible for Fiduciary Liaison to US Private Banking ad Affiliate Banks until 2001. Leaving the New York City commute behind, he joined Hudson United Bank, which merged with TD Bank, N.A., in Westport, CT as Senior Vice President and Regional Manager of the Wealth Management Group, responsible for administration, investment, and business development for fiduciary services in Connecticut, New Jersey, and New York. NewAlliance Bank (now First Niagara) recruited him in 2008 as Vice President and Relationship Manager responsible for opening their first Wealth Management Office in Fairfield County. He retired in 2010 to do Wealth Management Consulting. Further Education includes attending Heckerling Institute of Estate Planning at the University of Miami Law School, Corporate Finance and Capital Markets Innovation, and Corporate Trust School (Cannon Financial) at Boston University as well as advanced domestic and international tax and estate planning courses. He has administered estates throughout the US and abroad, particularly in France. His credentials include CTFA (Certified Trust and Financial Advisor), AEP (Accredited Estate Planner), TEP (Society of Trust and Estate Practitioners), and CCTS (Certified Corporate Trust specialist). Professional affiliations include the Estate Planning Council of New York City (Board of Directors, 1988-1991, 1997-2000, Secretary, Treasurer, and VP, 2001-2004, President 2004-2005); the Estate Planning Council of Westchester County, New York (President, 1987-1988); the Estate Planning Council of Rockland County, New York (President, 1984-1985); the Estate Planning Council of Lower Fairfield County; Connecticut Tax and Estate Planning Council; and STEP, (International) Society for Trust and Estate Practitioners. He was also a member of the ABA (American Bankers Association) serving on the ABA Conference Planning Committee, 2000-2001. He was an Instructor for the New York Institute of Finance teaching their International Estate Planning course in New York and Florida. He served on the Editorial Advisory Board of Trusts and Estates Magazine and has authored several articles for trust and estate journals as well as having done a television interview. He has also been a lecturer for Bank Marketing Association Conferences. He was a member of the Planned Giving Committees for both the University of Pittsburgh and the Arthritis Foundation of the New York. A member of Phi Kappa Tau Fraternity, he was honored by the National Fraternity in 2006 by being in the first group of Phi Tai's to be inducted into their newly created Leadership Hall of Fame, along with Paul Newman, Astronaut Dr. Leroy Chiao and business CEO's among others. His accomplishments are recorded in Who's Who In Finance and Industry, Who's Who In America and Who's Who in the World. He is predeceased by his sister, Laura Jane Donaldson, for whom he was the bone marrow donor when she was the seventh person selected for the experimental Bone Marrow Transplant Program at the Fred Hutchinson Cancer Center in Seattle, WA in the 70s. Survivors include his wife of 46 years, Wilma Crankshaw Donaldson of Fairfield, CT; two brothers, John Clement Donaldson and sister-in-law, Carol Clokey Donaldson of Charlotte, NC and Robert McIlvane Donaldson and sister-in-law, Jodi Hitzke Donaldson of Moscow, ID. In addition, he is survived by two nephews, Edward Samuel Donaldson and his wife, Bethany Cathey Donaldson of Charlotte, NC and Aaron James Donaldson of Moscow, ID; a niece, Storey Linn Donaldson of Moscow, ID; two grandnephews, Stephen Edward and Luke James Donaldson; a grandniece, Catherine Scarlett Donaldson, all of Charlotte, NC; and a cousin, Thomas Edward Neill, his wife, Jane Meis Neill, and their son, David Thomas Neill of Waukeshaw, WI. Friends will be received Friday in the PIATT AND BARNHILL FUNERAL HOME, 420 Locust Avenue, Washington, from 1:00 to 3:00 and 6:00 to 8:00 p.m., where services will be held at 1:00 p.m. Saturday, July 27, 2013. Interment will follow in Washington Cemetery. Charitable contributions can be made to The Arthritis Foundation, the Leukemia Society or The Dr. Gertrude A. Barber Institute, 100 Barber Place, Erie, PA 16507. Online condolences may be expressed at www.familyremembers.com. PIATT AND BARNHILL FUNERAL DIRECTORS, INC., Charles R. Piatt, owner/supervisor and Lawrence K. Donovan, Funeral Director. Send condolences at post-gazette.com/gb
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