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Test DSH Flip 2014v2

Douglas Harr

Published on December 3, 2014

Boston | San rancisc | Los Angeles 160 Bet Rad, San Mate, C alifornia 94402 | Krista Conover Senir vice President, Trust ofcer 650-378-3717 kcner@bstnpriatebank.cm Krista Cner enjys wrking with indiiduals, businesses, nnprfts and their pressinal adisrs t help them carry ut their fnancial and estate plans. She is a natie Calirnian and receied her undergraduate degree rm the Uniersity  Calirnia, Dais, and her law degree rm Santa Clara Uniersity. Prir t jining Bstn Priate Bank & Trust in 2004, Ms. Cner practiced law in San Jse, Calirnia, helping clients achiee their estate planning and business bjecties. She is an actie member  the Calirnia State Bar, the inancial Planning rum and the San rancisc and Santa Clara Cunty Estate Planning Cuncils. She als seres n the bard  the El Camin Hspital undatin and inancial Planning rum. Jeanne Barrett Senir vice President, Trust ofcer 650-378-3634 jbarrett@bstnpriatebank.cm Jeanne Barrett enjys helping clients accmplish their fnancial and estate planning bjecties. With er 20 years  experience assisting clients with liing trusts, charitable remainder trusts, cnseratrships and estates as bth a trust fcer and attrney, Ms. Barrett helps clients assess the many ptins inherent in planning. A Cnnecticut natie, Ms. Barrett is a graduate  Bstn Cllege and the Uniersity  Calirnia Hastings Cllege  the Law. In additin t planning, Ms. Barrett has administered trusts and settled estates r clients in the San rancisc Bay Area. r Mre Inrmatin Cntact Investments are not FDIC insured, are not a deposit, have no bank guarantee, and may lose value. Any content herein is for informational purposes only and does not constitute investment advice. Past performance does not guarantee future returns.

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