7 CU Professionals Receive New Roles, Promotions & Awards

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Bridget O’Brien Swartz

Mission Management & Trust Co. (Mission Trust) – a Tucson, Ariz.-based independent trust company that was acquired by Notre Dame Federal Credit Union ($965 million, Notre Dame, Ind.) in February 2022 and specializes in trust and estate services, asset management and securities custody – hired Bridget O’Brien Swartz as vice president and fiduciary counsel. In her new role, Swartz will facilitate the expansion and development of trust services beyond the traditional offerings to also include settlement planning, qualified settlement funds, special needs trusts and settlement preservation trusts throughout Arizona. She comes to Mission Trust after practicing law for over 25 years with a primary focus on special needs law, most recently as senior counsel at Dyer, Bregman & Ferris, PLLC in Phoenix. Her background and knowledge is focused in planning for individuals with disabilities under the age of 65 and their families, including but not limited to assisting clients with public benefits eligibility issues, personal injury settlement planning, guardianship and conservatorship, and special needs trust drafting and administration. Swartz is a fellow of the American College of Trust and Estate Counsel and vice president of the National Academy of Elder Law Attorneys. She earned her law degree from the Sandra Day O’Connor College of Law at Arizona State University, where she also earned a master of public administration.