Lisa Hutar
Sr fiduciary Specialist, Wells Fargo Private Bank at Wells Fargo
- Role
- Sr Fiduciary Specialist, Wells Fargo Private Bank at Wells Fargo
- Location
- San Mateo, CA, US
- LinkedIn followers
- 500 followers
About Lisa Hutar
Experienced Estate Planning Attorney, skilled in Trust and Estate Law including, Living Trusts, Special Needs Trusts, Advanced Estate Planning Techniques, Business Succession Planning, Limited Conservatorships and Estate Administration. Strong professional with a J. D. from University of Denver - Sturm College of Law.
Experience
Sr Fiduciary Specialist, Wells Fargo Private Bank
Jan 2020 — Present · Palo Alto, CA, US
Education
University of Denver - Sturm College of Law
J. D., Law
Skills
- Insurance
- Estate Law
- Estate Administration
- Trusts
- Estate Planning
- Wealth Management
- Charitable Trusts
- High Net Worth Individuals
- Succession Planning
- Tax
- Wealth Management Services
- Trust Services
- Retirement Planning
- Wealth
- Estate Tax Planning
- Asset Protection
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