Amy Carlson Speck Email and Phone Number
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A motivated experienced attorney and financial advisor with unparalleled experience. Expertise in estate planning and taxation. Proficient in general business contracts. Proven abilities and comprehensive experience in developing collaborative new relationship building and management processes. Delivers timely and accurate work product. Articulate, polished, innovative, self-starter, results-driven, magnetic and skilled. A team builder, leader and mentor.Estate Planning – Wealth Preservation and Management – Business Contracts – Financial Consulting – Relationship Building - Tax Research – Gift and Estate Tax Preparation – Probate - Process Development – Research - TrainingExperience:ABS Telecom - Partner & CounselBank of America - Assistant Vice President, Trust OfficerWells Fargo Private Client Services - Vice President, Trust and Financial AdvisorTitchell, Maltzman, Mark & Ohleyer - Associate Estate Planning AttorneyDeloitte & Touche - Estate, Gift and Trust Tax ConsultantWilson, Sonsini, Goodrich & Rosati - Corporate Securities ParalegalCollin County, Plano, Dallas, DFW, TexasSpecialties: BankingBusiness DevelopmentBusiness LawContract LawEstate PlanningFinancial PlanningProbateProcess DevelopmentRelationship BuildingTax ResearchTaxationTrustsWealth ManagementWealth PreservationWills
Abs Telecom Llc
View- Website:
- abstelecom.net
- Employees:
- 7
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PartnerAbs Telecom Llc Jul 2007 - Present• Draft, review and manage all legal business contracts for a small telecom sales startup company• Developed business plan, manage daily operations of business, track and collect payments from vendors
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Assistant Vice President, Trust OfficerBank Of America Jan 2004 - Dec 2004• Administered book of 225 trusts, guardianships and individual management accounts valued at $1-5 MM• Evaluated discretionary provisions based on trust provisions and UPIA, coordinated trust funding and terminations, developed investment plan and objective with portfolio manager and monitored transactions • Served as relationship manager for the beneficiaries and/or co-trustee -
Vice President, Trust And Financial Advisor In Private Client ServicesWells Fargo Bank May 2002 - Oct 2003• Managed book of trust administrations for high net work relationships valued between $15-175MM• Prepared and presented integrated solution presentations tailored to prospect situation (including ILITs, GRATs, CRTs and IDGTs) and modeled solutions with diagrams, spreadsheets, and detailed cash flow analyses• Prepared personal wealth analysis product in conjunction with the national Wealth Planning Center• Reviewed and consulted on preparation of client estate plans, coordinated income, gift and estate tax filings with outside attorneys and accountants -
Estate Planning Associate AttorneyTitchell Maltzman Mark & Ohleyer Oct 2001 - May 2002• Drafted estate planning documents, including revocable trusts, wills, ILITs, children’s trusts and GST trusts• Managed trust administrations, including marshalling and valuation of assets and trust funding• Calculated minimum annual distributions from decedent’s retirement plan and final distributions to beneficiaries• Prepared gift, estate and fiduciary tax returns and ancillary schedules and prepared and filed probate documents• Researched topics in estate planning, taxation, administration and probate
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Estate, Gift & Trust Group Tax Consultant | Individual Group Tax ConsultantDeloitte & Touche Sep 2000 - Oct 2001• Prepared models and implemented sophisticated estate planning techniques for high net worth individuals• Reviewed legal agreements prepared by counsel and researched issues relating to action taken by client and advised outside counsel of potential tax ramifications• Prepared income tax, gift and estate tax returns, ancillary schedules and related disclosure statements• Coordinated post-mortum funding of trusts• Researched and drafted letters responding to income adjustments asserted by California Franchise Tax Board auditor, ultimately prevailing on several points -
Corporate Securities ParalegalWilson Sonsini Goodrich & Rosati Jul 1995 - Jul 1997• Drafted documents for private financings, incorporations, public offerings, mergers and acquisitions• Research and analyzed state and federal Securities laws, and drafted Rule 144 and 701 opinion letters• Maintained corporate capitalization records and transferred stock certificates for public and private corporations• Prepared stock option agreements and tracked option exercises for client’s employees and key officers• Acted as liaison between law firm and executive officers of the client
Amy Carlson Speck Skills
Amy Carlson Speck Education Details
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Psychology And Politics
Frequently Asked Questions about Amy Carlson Speck
What company does Amy Carlson Speck work for?
Amy Carlson Speck works for Abs Telecom Llc
What is Amy Carlson Speck's role at the current company?
Amy Carlson Speck's current role is Estate Planning | Trust, Wills & Probate | Contracts | Taxation | Business Law | Wealth Management | Financial Planning.
What is Amy Carlson Speck's email address?
Amy Carlson Speck's email address is am****@****com.net
What is Amy Carlson Speck's direct phone number?
Amy Carlson Speck's direct phone number is +197240*****
What schools did Amy Carlson Speck attend?
Amy Carlson Speck attended University Of California, Davis - School Of Law, Pomona College.
What skills is Amy Carlson Speck known for?
Amy Carlson Speck has skills like Legal Assistance, Estate Planning, Trust Services, Wealth Management, Trusts, Wills, Tax, Investments, Strategic Financial Planning, Estate Tax Planning, Portfolio Management, High Net Worth Individuals.
Who are Amy Carlson Speck's colleagues?
Amy Carlson Speck's colleagues are Jacques Merigout, Beth Womack.
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