Austin Bertrand Email and Phone Number
Austin Bertrand work email
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Austin Bertrand personal email
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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
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Wealth Strategies AdvisorBank Of America Jul 2023 - PresentCharlotte, Nc, Us -
Private Wealth AdvisorWestwood Holdings Group, Inc. Jul 2022 - Jul 2023Dallas, Tx, Us -
Vice President And Senior Trust AdvisorNorthern Trust Corporation Jun 2021 - Jul 2022Chicago, Illinois, Us -
Vice President And Senior Estate AdministratorNorthern Trust Corporation Oct 2019 - Jun 2021Chicago, Illinois, Us -
Vice President & Senior Estate Advisory SpecialistWells Fargo Apr 2017 - Oct 2019San Francisco, California, Us -
AssociateGeary, Porter & Donovan, P.C. Apr 2016 - Mar 2017Addison, Texas, Us -
AssociateGardere Wynne Sewell Llp Oct 2012 - Apr 2016Dallas, Texas, Us -
Trust AdministratorWells Fargo Jan 2011 - Oct 2012San Francisco, California, UsFacilitate the regular reviewing, reporting, and maintenance tasks that necessitate the trust administration process. -
AssociateThe Greening Law Firm, Pc May 2007 - Jan 2011
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Law ClerkThe Greening Law Firm, P.C. Aug 2006 - May 2007 -
Summer InternOrange County Counsel Apr 2006 - Jun 2006Researched 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.
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Legal Writing Teaching AssistantWhittier Law School Aug 2004 - May 2006Held 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.
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Overdrafts And Debit Cards ClerkInternational Bank Of Commerce Aug 2002 - Jul 2003Analyzed 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
Austin Bertrand Education Details
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Whittier Law SchoolBusiness Law Concentration -
Texas State UniversityWith A Minor In Business Administration -
Stephen F. Austin High School -
William P. Clements High SchoolDrama/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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