Francisca Otero Email & Phone Number

Washington, DC, US

Bethesda, Maryland, United States

Manage and administer Investment Management and Fiduciary Accounts. Serve as relationship manager and fiduciary advisor for clients. Administer a book of trust business in a manner which adheres to governing instruments, bank policy procedures and guidelines, regulation, and law.

Washington D.C. Metro Area

• One of five attorneys in boutique law firm advising individuals and fiduciaries in the preparation and implementation of estate plans. A valuable team-player assisting in Firm management and administration.
• Draft and implement comprehensive estate plans tailored to clients’ unique needs and objectives, including wills, trusts, and health and financial powers of attorney.
• Advise fiduciaries in probate and trust administration matters.
• Research and collaborate in litigation concerning will contests, establishing common law spouse claims, and claims against decedents’ estates for breach of separation agreements.
• Research federal and state individual and fiduciary tax matters.
• Prepare fiduciary accountings and tax returns.

Hagåtña, Guam

Assisted the Judge and law clerks in researching legal issues presented in civil, criminal, and bankruptcy matters.

Washington D.C. Metro Area

Projects during my tenure at the organization include the National Hispanic Immunization Hotline, National Hispanic Prenatal Hotline, and a traffic safety program with the National Highway Traffic Safety Administration. At this position I wrote bilingual culturally-appropriate informational resources for Hispanic families and caregivers working with the.

Doctor Of Law (J.D.)

B.A, Psychology