Qualified Settlement Fund

Alexis Talia serves as Director of the Plaintiff Recovery Trust (PRT), leading strategy, operations, and client services for a tax planning solution intended to help plaintiffs evaluate potential tax planning strategies related to their recovery. She works closely with clients and their legal counsel, as well as educating the litigation community and administering PRTs.

Alexis holds a degree in accounting and is a Certified Public Accountant. Prior to her current role, she spent over a decade in management consulting, driving financial transformation initiatives for Fortune 100 organizations.

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Meet The Team

At Eastern Point Trust Company, our strength is the deep expertise behind every solution we deliver. Our team brings decades of experience in trust administration, tax strategy, and settlement innovation, supported by a trusted network of external experts.

Vice President and Corporate Counsel

Rachel McCrocklin

Chief Trust Officer

Milan Kmezic

Chief Operating Officer

Clay Miller

Chief Technology Consultant

Tabitha Ward

Senior Operations Manager

Robin Baldwin

Financial Services Compliance Officer

Leslie Hanson

Senior Operations Manager

Viktoria Wilkins

Client Services Director

You Have Needs,
We Have Expertise

Discover trust and settlement solutions you won’t find anywhere else – thoughtfully designed to protect assets, simplify processes, and deliver peace of mind.
Expert guidance, every step of the way.

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(855) 222-7513

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Eastern Point Trust Company offers a variety of escrow services, ministerial services, trust administration services, self-help support software, attorney support software, and document management systems; some of which offer companion self-service and automated software solutions. Fiduciary, escrow, ministerial, and trustee services are only offered and performed by Eastern Point Trust Company in such jurisdictions in which Eastern Point Trust Company is licensed to provide such services and then pursuant solely to the terms of the associated governing documents. Eastern Point Trust Company may act in a ministerial non-fiduciary capacity as escrow agent when applicable. As required by federal law related to "domestic trusts," fiduciary, escrow, and ministerial services related to "substantial decisions" shall be required to be independently performed by one or more co-trustees or affiliated or non-affiliated parties who are "United States persons." Fees charged are solely for ministerial services, trustee services, or licensing fees to access the self-help system, and fees are not drafting or document preparation fees. The content herein is provided as-is, and is limited to information and descriptions of the features and benefits of Eastern Point Trust Company's services, products, and requirements when applicable. This website is for informational purposes only and is not an offer to sell, an offer to buy, or a solicitation for any security. The content herein is not an offer to provide legal, fiduciary, escrow, ministerial, or trust services. The information herein is not intended to be legal or investment advice and should not be construed as legal or investment advice. Eastern Point Trust Company and its affiliated parties are not law firms, are not a lawyer referral service, and do not act as your attorney or investment advisor. Eastern Point Trust Company is not a substitute for the advice of an attorney or an investment advisor. As such, Eastern Point Trust Company does not provide any advice, explanation, opinion, or recommendation about possible legal rights, express any legal guidance on the matters contained herein, nor provide investment advice or management. As appropriate, seek the advice of an attorney if you have questions concerning legal questions, remedies, defenses, or options; seek the advice of a licensed investment advisor related to trust holding(s) or investments. Eastern Point Trust Company and its affiliated companies are not broker-dealers and only forward your instructions to executing custodians/broker-dealers. Your accessing and utilizing this website constitutes your agreement to the Terms and Conditions (a.k.a. Terms of Use) and Privacy Policy shown herein. Please review the Terms and Conditions (a.k.a. Terms of Use) and Privacy Policy carefully, as they contain important information and disclosures and are legally binding. The terms of the applicable agreement, and the Terms and Conditions (a.k.a. Terms of Use) and Privacy Policy on the website shall supersede and have precedent over any information provided for herein. You are solely responsible for protecting the privacy and security of your electronic communications (sent or received). Additionally, it is your duty to secure your systems, networks, devices, browsers, and communications systems and devices with anti-virus and malware protection and anti-breach security software. Any loss resulting from a breach of your systems, networks, devices, browsers, or communications systems and devices is solely your liability.
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Alexis Talia

Meet The Team

At Eastern Point Trust Company, our strength is the deep expertise behind every solution we deliver. Our team brings decades of experience in trust administration, tax strategy, and settlement innovation, supported by a trusted network of external experts.

You Have Needs, We Have Expertise

You Have Needs,
We Have Expertise