Bridget O'Brien Swartz
Mission Management & Trust Company
Bridget O'Brien Swartz
Business

4645 N 32nd St STE A-100
Phoenix, AZ 85018
(602) 735-0891
[email protected]

Additional Locations

Extra Locations
There are no records.

Contributions:

o
President’s Message: Consider Becoming a Part of NAELA’s Volunteer Community - 02/16/2024
President’s Message: The Power of NAELA Lies in Our Amazing Member Community - 11/14/2023
The New Frontier: Planning for Aging and Disability in a Post-Pandemic Era - 08/25/2023
President's Message: NAELA’s 2023-2028 Strategic Plan - 08/25/2023
Memoirs of a Counsellor: “After So Much Time...” - 07/26/2017
The Wrongful Disregard of SSI Comparability By Some State Medicaid Agencies as It Relates to SNTs - 06/30/2017
The Wrongful Disregard of SSI Comparability By Some State Medicaid Agencies as It Relates to SNTs - 06/16/2017
Introduction: The Growing Problem of Elder Abuse - 06/13/2017
Book Review: The Eldercare Consultant: Your Guide to Making the Best Choices Possible - 04/13/2017
FEATURED MEMBER ARTICLE: Special Needs Planning: Past, Present, and Future - 04/03/2017
2014 Annual Conference Preview: Network, Engage, and Prepare - 03/23/2017
NAELA's 2014 Annual Conference - 03/15/2017
2017 Summit: Engage, Learn and Advance - 02/01/2018
2017 NAELA Summit - 05/12/2017

Professional Information

Website
www.missiontrust.com
About the Practice
Bridget O'Brien Swartz, Vice President & Fiduciary Counsel, came to Mission Management & Trust Co after practicing law for over 25 years with a primary focus on special needs law. At Mission Trust, Bridget is spearheading the expansion and development of trust services beyond the traditional offerings to also include settlement planning, qualified settlement funds, special needs trusts, settlement preservation trusts, and conservatorships throughout Arizona.

Bridget has been actively involved with NAELA, currently as an Officer, and the Special Needs Alliance. She is a Fellow of the American College of Trust and Estate Counsel (ACTEC).

Bridget obtained her undergraduate degree from the University of Notre Dame before matriculating to Arizona State University (ASU), where she earned both her law degree at the Sandra Day O'Connor College of Law and Master's in Public Administration. She currently is Adjunct Faculty at the law programs at both ASU and Stetson University.
Professional Biography
Bridget O'Brien Swartz, is Vice President & Fiduciary Counsel at Mission Management & Trust Co. Previously, she practiced law, most recently serving as Senior Counsel at the firm of Dyer, Bregman & Ferris, in Phoenix. Mission provides trust & estate services, asset management, and securities custody. Bridget is facilitating the expansion of its footprint in Arizona and developing trust services beyond the traditional to include settlement planning and related trusts such as qualified settlement funds, special needs, and settlement preservation trusts. She is a Fellow of the American College of Trust and Estate Counsel. In addition to her leadership roles at NAELA, she is involved with the Special Needs Alliance (former President), and Catholic Community Foundation’s Professional Advisory Board. She holds a bachelor’s degree from Notre Dame, law degree and master’s in public administration from Arizona State University.

Chapter Membership

Chapter
Arizona Chapter

Sections

Sections
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