Elizabeth Perkins

Elizabeth Perkins Email and Phone Number

Senior Vice President and Senior Trust Officer @ Bank of America
Elizabeth Perkins's Location
Walnut Creek, California, United States, United States
Elizabeth Perkins's Contact Details

Elizabeth Perkins work email

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Elizabeth Perkins phone numbers

About Elizabeth Perkins

Elizabeth assists high net worth and ultra high net worth Merrill Lynch clients achieve their wealth transfer goals. Elizabeth helps clients identify estate planning solutions that fit the clients’ needs such as revocable and irrevocable trusts, charitable remainder and charitable lead trusts, trusteed IRAs, and irrevocable life insurance trusts. Elizabeth serves as a trust officer for revocable and irrevocable trusts and works closely with the clients and their financial advisors. Her current book of business exceeds $400MM. She works with over 400 Merrill Lynch advisors in 19 offices across Northern California.

Elizabeth Perkins's Current Company Details
Bank of America

Bank Of America

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Senior Vice President and Senior Trust Officer
Elizabeth Perkins Work Experience Details
  • Bank Of America
    Senior Vice President And Senior Trust Officer
    Bank Of America Jul 2017 - Present
    Charlotte, Nc, Us
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  • Atg Trust Company
    Senior Trust Officer
    Atg Trust Company Nov 2015 - Jan 2017
    Chicago, Il, Us
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  • Atg Trust Company
    Trust Officer And Manager
    Atg Trust Company Oct 2014 - Jan 2017
    Chicago, Il, Us
    View
  • Atg Trust Company
    Trust Officer
    Atg Trust Company Oct 2013 - Jan 2017
    Chicago, Il, Us
    Manage the trusts and estates for private clients worth tens of millions of dollars. Oversee special needs trusts (1st and 3rd party), guardianships and estates. Presenter of legal education seminars on Guardianships, Special Needs Trusts, and administration of these specialized trust situations. As a member of senior management, serve as team lead for special needs trusts and guardianships, act as manager for a team of trust administrators, review potential new business, and engage in strategic planning for the company.
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  • Cook County Office Of The Public Guardian
    Attorney (Estates Division)
    Cook County Office Of The Public Guardian Sep 2004 - Sep 2013
    Litigator focusing on disabled adults in the Estates Division of the Office of the Cook County Public Guardian. Appear regularly in the Probate, Chancery, and Municipal Divisions of the Circuit Court of Cook County.
  • Cook County Office Of The Public Guardian
    Law Clerk
    Cook County Office Of The Public Guardian May 2003 - Aug 2003
    Us
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  • Barton Child Law And Policy Clinic
    Law Clerk
    Barton Child Law And Policy Clinic May 2002 - Aug 2002
    Emory University Clinic
  • Weil Gotshal And Manges
    Legal Assistant
    Weil Gotshal And Manges Dec 2000 - Jul 2001
    New York, Ny, Us
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Elizabeth Perkins Skills

Litigation Guardianship Estate Law Legal Writing Legal Research Civil Litigation Trials Lexis Depositions Estate Planning Trusts Policy Analysis Estate Administration Document Drafting Appeals Courts Hearings Wills Special Needs Trusts Dispute Resolution Arbitration Alternative Dispute Resolution Trial Practice Powers Of Attorney Litigation Support Document Review Elder Law Legal Issues Legal Documents Due Diligence Motions Legal Compliance Pleadings

Elizabeth Perkins Education Details

  • Boston University School Of Law
    Boston University School Of Law
    J.D.
  • Santa Clara University
    Santa Clara University
    English

Frequently Asked Questions about Elizabeth Perkins

What company does Elizabeth Perkins work for?

Elizabeth Perkins works for Bank Of America

What is Elizabeth Perkins's role at the current company?

Elizabeth Perkins's current role is Senior Vice President and Senior Trust Officer.

What is Elizabeth Perkins's email address?

Elizabeth Perkins's email address is el****@****ail.com

What is Elizabeth Perkins's direct phone number?

Elizabeth Perkins's direct phone number is +177357*****

What schools did Elizabeth Perkins attend?

Elizabeth Perkins attended Boston University School Of Law, Santa Clara University.

What skills is Elizabeth Perkins known for?

Elizabeth Perkins has skills like Litigation, Guardianship, Estate Law, Legal Writing, Legal Research, Civil Litigation, Trials, Lexis, Depositions, Estate Planning, Trusts, Policy Analysis.

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