Sammy Lucario

SVP, Trust Officer at Austin Trust Company

Role: SVP, Trust Officer at Austin Trust Company
Location: Austin, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Sammy Lucario

I help clients reach their goals by assisting with planning for life events and by…

Experience

SVP, Trust Officer
Austin Trust Company
Mar 2024 — Present

Education

Texas Tech University School of Law
JD/MBA
2005 — 2008
The University of Texas at Austin
BS
2000 — 2004

Skills

Asset Management
Management
Trusts
Commercial Litigation
Trials
Legal Writing
Litigation
Wealth Management
Wills
Civil Litigation
High Net Worth Individuals
Courts
Estate Planning
Legal Research
Mediation
Corporate Law
Family Law
Westlaw

Contact information

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Work email
•••••@austintrust.com
Personal email
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Current company

Austin Trust Company

Financial Services · 37 employees · Founded 1987 · Austin, Texas, United States

Austin Trust Company holds the distinction of being the first private trust company chartered by the Texas Department of Banking, receiving charter number T-001 on November 23, 1987. Since then, we have proudly set the standard for excellence in trust and estate administration and client service. With approximately $1.6 billion in assets under management, our experienced team is dedicated to helping you make informed decisions and plans tailored to your unique circumstances. We provide a comprehensive range of fiduciary services designed to support multigenerational financial goals. Whether you have a simple revocable trust, a complex estate, or are establishing a Special Needs Trust to support a loved one while preserving eligibility for benefit programs, we are here to guide you every step of the way. Our commitment to quality ensures that all clients receive timely responses, flexible in-person or virtual meeting options, accurate tax reporting according to account type, and well-maintained account records with consistent statement delivery.

austintrust.com

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About Sammy Lucario

Experience

SVP, Trust Officer

Education

Texas Tech University School of Law

The University of Texas at Austin

Skills

Find verified contacts for anyone on LinkedIn