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It's never too early to plan exactly where you want your assets distributed when you die. Not clearly designating your assets through a will or other beneficiary designation can be costly and confusing to your heirs. Today, people from a wide variety of income and wealth levels are planning for the future by developing a comprehensive plan to manage their assets - big or small. We can help guide you in handling your affairs. Please consider us a valued partner when it comes to your comprehensive trust and estate administration.
- We will serve as personal representative of your last will and testament.
- We will serve as trustee of revocable, irrevocable, charitable and special needs trusts.
- We will serve as trustee of court-established settlement trusts.
- We will serve as your financial agent or court appointed conservator.
- We will serve as your agent for bill-paying.
- We will serve as an agent to an individual personal representative or trustee to assist in the administration of probate and trust estates
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Dan joined Los
Alamos National Bank
in January of 2005.
Prior to joining the
bank, Dan was a
shareholder with the
Santa Fe, New Mexico
law firm of Scheuer,
Yost and Patterson,
P.C.. He has more
than 15 years of
experience as a
trusts and estates
attorney. "I feel
very fortunate
working for a
company which is
driven by service
excellence and
community
commitment" Dan
says. "I am very
proud of how LANB
does business, how
we give back to our
communities, and how
we continually
strive for
improvement." Dan
holds a Juris
Doctorate degree
from Creighton
University School of
Law. He is very
active in the
community, serving
on the boards of the
Grand Prix de Santa
Fe, Inc. and the St.
Vincent Hospital
Foundation. |
Bernadette came to LANB in August of 2005. She has been in the banking industry for 27 years,
specifically in trusts and estates for 12 years. Bernadette manages estate and trust relationships,
and consults with current and prospective clients on investments and financial planning services.
Bernadette also handles real estate sales, tax reviews and following through on an individual's
last requests upon their death. Bernadette finds every day at LANB to be an adventure. |
Ellie joined LANB in 2007 after a 25 year career as an attorney in private practice
in Connecticut. She had visited New Mexico many times, and liked it so much that she
decided to make it her home. During her legal career she served as a trustee, executrix,
conservator, guardian of estate, and court appointed guardian ad litem and attorney for minors,
incapable and mentally challenged individuals.
She also served for many years as a fact finder/arbitrator for the Connecticut Superior Court.
Ellie received a B.A. from Franklin & Marshall College, in Lancaster, PA. and her J.D. from St. John's
University School of Law, in New York, NY.She is pleased to be a part of LANB, and greatly admires its commitment to the community.
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