Austin Bertrand

Austin Bertrand Email and Phone Number

Wealth Strategies Advisor at Bank of America @ Bank of America
Austin Bertrand's Location
Dallas, Texas, United States, United States
About Austin Bertrand

I have dedicated my entire career to the trusts, estates, and wealth planning industry. This means that since August of 2006, my expertise has been committed solely to (i) rendering sophisticated advice related to estate, wealth, and philanthropic planning, (ii) educating the public about estate and financial planning, and (iii) providing concise communication to both clients and financial advisors in the trusts, estates, and wealth planning context. My Areas of Concentration Include: • Estate Planning using Wills, Trusts, Powers of Attorney for Property and Healthcare, HIPAA Authorizations, and Declarations of Guardian• Trusts: Revocable and Irrevocable, including Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, and Charitable Lead Trusts• Family Limited Partnerships & Limited Liability Companies• Negotiation & Preparation of Prenuptial and Postnuptial Agreements• Wealth Transfer and Gifting Strategies• Conservatorships & Guardianships• Asset Protection Strategies• Estate Tax, Gift Tax, Generation-Skipping Transfer Tax & Income Tax Planning• Conflict Resolution • Probate and Estate Administration • Estate & Gift Tax Returns• IRA, 401k, and Retirement Benefits Planning

Austin Bertrand's Current Company Details
Bank of America

Bank Of America

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Wealth Strategies Advisor at Bank of America
Austin Bertrand Work Experience Details
  • Bank Of America
    Wealth Strategies Advisor
    Bank Of America Jul 2023 - Present
    Charlotte, Nc, Us
  • Westwood Holdings Group, Inc.
    Private Wealth Advisor
    Westwood Holdings Group, Inc. Jul 2022 - Jul 2023
    Dallas, Tx, Us
  • Northern Trust Corporation
    Vice President And Senior Trust Advisor
    Northern Trust Corporation Jun 2021 - Jul 2022
    Chicago, Illinois, Us
  • Northern Trust Corporation
    Vice President And Senior Estate Administrator
    Northern Trust Corporation Oct 2019 - Jun 2021
    Chicago, Illinois, Us
  • Wells Fargo
    Vice President & Senior Estate Advisory Specialist
    Wells Fargo Apr 2017 - Oct 2019
    San Francisco, California, Us
  • Geary, Porter & Donovan, P.C.
    Associate
    Geary, Porter & Donovan, P.C. Apr 2016 - Mar 2017
    Addison, Texas, Us
  • Gardere Wynne Sewell Llp
    Associate
    Gardere Wynne Sewell Llp Oct 2012 - Apr 2016
    Dallas, Texas, Us
  • Wells Fargo
    Trust Administrator
    Wells Fargo Jan 2011 - Oct 2012
    San Francisco, California, Us
    Facilitate the regular reviewing, reporting, and maintenance tasks that necessitate the trust administration process.
  • The Greening Law Firm, Pc
    Associate
    The Greening Law Firm, Pc May 2007 - Jan 2011
  • The Greening Law Firm, P.C.
    Law Clerk
    The Greening Law Firm, P.C. Aug 2006 - May 2007
  • Orange County Counsel
    Summer Intern
    Orange County Counsel Apr 2006 - Jun 2006
    Researched issues pertaining to Orange County real estate and prepared memoranda to Senior County Counsel summarizing findings.Attended conservatorship hearings and meetings with expert witnesses.Summarized pertinent real estate code sections and compiled spreadsheets to be used by Assistant County Counsel and Senior County Counsel in county planning meetings.
  • Whittier Law School
    Legal Writing Teaching Assistant
    Whittier Law School Aug 2004 - May 2006
    Held regular office hours to assist students in Legal Writing I and II classes on proper legal writing techniques, application of rules to facts, ALWD citation format, and legal research.Reviewed and suggested revisions on objective and persuasive memoranda, client letters, motions for summary judgment, and motions for preliminary injunction.
  • International Bank Of Commerce
    Overdrafts And Debit Cards Clerk
    International Bank Of Commerce Aug 2002 - Jul 2003
    Analyzed data for entire Houston market and produced daily insufficient fund reports, daily foreign currency reconciliation reports, daily new debit card reports, and weekly new account reports.Answered customer service calls and regularly worked with management and clientele to develop and implement innovative and effective solutions to customer concerns and grievances.Reported fraudulent debit card transactions and provided information to law enforcement to combat identity theft.

Austin Bertrand Skills

Legal Writing Legal Research Trust Services Public Speaking Estate Planning Trusts Tax Law Estate Administration Probate Law Probate Administration Legal Assistance Real Estate Asset Allocation Mutual Funds High Net Worth Individuals Wealth Management Hearings Securities Trust Management Litigation Wealth Management Services Investment Management Wealth Management Westlaw Customer Service Wills

Austin Bertrand Education Details

  • Whittier Law School
    Whittier Law School
    Business Law Concentration
  • Texas State University
    Texas State University
    With A Minor In Business Administration
  • Stephen F. Austin High School
    Stephen F. Austin High School
  • William P. Clements High School
    William P. Clements High School
    Drama/Theatre Arts And Stagecraft

Frequently Asked Questions about Austin Bertrand

What company does Austin Bertrand work for?

Austin Bertrand works for Bank Of America

What is Austin Bertrand's role at the current company?

Austin Bertrand's current role is Wealth Strategies Advisor at Bank of America.

What is Austin Bertrand's email address?

Austin Bertrand's email address is au****@****trs.com

What schools did Austin Bertrand attend?

Austin Bertrand attended Whittier Law School, Texas State University, Stephen F. Austin High School, William P. Clements High School.

What skills is Austin Bertrand known for?

Austin Bertrand has skills like Legal Writing, Legal Research, Trust Services, Public Speaking, Estate Planning, Trusts, Tax Law, Estate Administration, Probate Law, Probate Administration, Legal Assistance, Real Estate.

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