Karen L. Fisher, Ctfa, Clpf Email & Phone Number

Walnut Creek, Ca

My passion and purpose are clear: A commitment to working with clients and making sure to follow their estate plans according to their wishes.Over twenty years experience in providing trust and estate administration services for high net worth clients. Type of accounts: probate and estate administration, irrevocable trusts, charitable trusts, special needs trusts as well as other sophisticated estate planning vehicles to assist clients in meeting their financial and estate planning goals (ILIT's, FLP/LLC). My focus is on meeting the unique needs of each family. Additional services provided for trust clients: Agent for Advanced Health Care Directives, Agent for Durable Power of Attorney for Financial, Conservatorships, Representative Payee, Bill Paying Services.Serving the Counties of Alameda, Contra Costa, San Francisco, Napa, Marin, Solano, Sonoma, and Sacramento. OTHER FINANCIAL SERVICES OFFERED:Prepare fiduciary accountings for trust and estate professionals. As a trusted legal or financial advisor in the trust and estates profession your time is valuable: You are busy adding value for your client with your professional advice. Your staff’s time is devoted to helping you achieve results for your clients. When it is time to prepare an accounting for a probate or court-supervised trust, everything can come to a stop while your time is spent: gathering years worth of financial statements, entering all receipts and disbursements and making sure the accounting balances. Our experience in managing the fiduciary accounting process gives you back your client time: We listen to your particular accounting needs; we use our work flow process to ensure the accounting is prepared in the most cost effective manner and we deliver the final results: an accounting ready to meet your needs.

Oakland, California

Provided trust administration services for high net worth clients. Types of services included: estate settlement, on-going trust administration for irrevocable trusts, CRT's, DGT's, SNT's, FLP's and LLC's.Worked with clients to ensure all of their financial needs were met and introduced them to other advisors as needed. Provided referrals for other services that clients needed, such as attorneys, CPA's, realtors, auctioneers, etc. Subspeciality: Special Needs Trusts. Worked with beneficiaries, their families, care managers, benefits coordinator and other professionals to ensure needs of beneficiaries were met and complied with trust documents. Recognized the need for special housing for several of my SNT clients. Successfully collaborated with real estate officer to purchase homes and renovate/remodel to accommodate clients' needs.In 2010 received the Bravo Award for providing exceptional customer service to clients.

San Francisco Office

Provided trust and estate administration services for ultra high net worth clients. Types of accounts included estate settlement and trust administration for Irrev. Trusts, CRT's, SNT's as well as agency and escrow accounts. Collaborated with colleagues from corporate lending, treasury management and retail banking to provide clients with additional services.Many of my clients were high profile, ultra high net worth clients. I worked with their advisors or senior staff for self employed clients. I focused on providing a high touch experience, the type of service that many of our clients needed and demanded to ensure their estate plans were being properly executed.Interim manager of Santa Barbara office, Summer 2006. Recognized by management for successful collaboration with real estate officer in adding value to difficult estate settlement, bringing closure to an open 10 year probate in Sacramento County. Under our leadership we successfully closed probate within 1 year and added $2MM value to beneficiary distributions.

Provided trust and estate services for ultra high net worth clients; Recognized special needs of clients and set up appropriate systems to handle these needs (payroll systems for household staff of elderly clients); Drafted routine and complex correspondence to clients and maintained extensive contact with grantors, beneficiaries, CPA’s, attorneys; Managed account opening and closing process and transfer of assets; Proactive client management by recognizing and acting upon cross-selling opportunities; Created and managed internal reports tracking sales, AUMS, future fee business and prepared monthly trust committee and Reg 9 reviews;Worked with internal audit and compliance staff, received recognition from senior management in 1999 and 2000 for bringing trust department through internal and OCC audit with excellent rating; Supervised office staff and managed office during summer of 1999 while New York team recruited new management.

Abd, Sociology

M.A., Sociology

B.S., Business Administration