Chief Fiduciary Officer
Lindsay C. F. Johnson is Chief Fiduciary Officer. Lindsay is responsible for the legal aspects of trust and estate administration, planning, and compliance in support of Pitcairn and its clients’ planning needs. She supervises trust administration practices including assisting co-trustees in carrying out their fiduciary duties and exercising their discretion; assisting in trustee succession planning, governance process, and trustee appointments and resignations; and ensuring that Pitcairn’s trust administration processes reflect best practices in the current legal environment. Lindsay directs Pitcairn’s Fiduciary Services Group, which provides centralized compliance, planning, and legal and tax support to relationship management teams. As part of this group, she also conducts internal training and serves as a resource for fiduciary education about roles and responsibilities for co-fiduciaries and for beneficiaries. Lindsay is an advisory member of Pitcairn’s Trust committee.
Lindsay’s responsibilities also include overseeing Pitcairn’s trust administration compliance, including coordination of the bi-annual Pennsylvania bank examination process, fiduciary policy and procedure drafting and reviews, the account review process, and the fiduciary discharge process. She works closely with clients and their counsel on optimal creation, use, and coordination of their estate planning entities and techniques including trusts, real estate partnerships, family limited partnerships, conservation easements, and other land development and disposition matters.
Prior to joining Pitcairn in 1988, Lindsay was an associate with Obermayer, Rebmann, Maxwell & Hippel LLP in Philadelphia in their trust and estate department where her practice encompassed complex estate planning, estate and trust administration, and the representation of fiduciaries before the court.
Lindsay earned her BA from Mount Holyoke College and her JD and LLM in Taxation from Villanova University School of Law. She is a member of the American Bar Association, the Pennsylvania Bar Association and the Philadelphia Bar Association, where she has served on the Probate Section’s Executive and Rules and Practice Committees. She has lectured and written for the Pennsylvania Bar Institute on a number of topics.