DIRECTORY OF PROFESSIONALS

Attorneys | CPAs | Corporate Fiduciaries | Private Fiduciaries | Planned Giving Professionals

Kathy Gallagher, CIMA®
 Private Client Advisor
Senior Vice President
US Trust, Bank of America Private Wealth Management
 
Street Address
 125 South Market Street, Suite 500
San Jose, CA 95113

 Phone: 408-938-0218
Fax: 408-835-2971

 http://www.bankofamerica.com/ustrust/
 Kathleen.Gallagher@ustrust.com
Areas of Practice:  Estate Planning, Trust Admin, Tax, Planned Giving, IRA Planning, Family Office,           
                              Conservatorships, Private Client Advisor
Years in Practice: 8

Memberships: Santa Clara Estate Planning Council, Silicon Valley Planned Giving Council

Board: United Way Planned Giving Vision Committee

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TRUSTEES & TRUSTEE DUTIES

PLANNED GIVING & CHARITABLE BEQUESTS

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