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Nanette Leuschel - Professional Fiduciary

 

Welcome!

I want to work with you and your advisors to preserve your assets, while caring for the people and causes you love. I look forward to meeting and working with you.

About Nanette Leuschel

Education

  • Stanford University – Human Biology & Ancient Greek.
  • Coro Foundation – Public Affairs certificate
  • Professional Fiduciary – National Certified Guardian, California licensed professional fiduciary (License No. PF 978)

Experience

  • Work as paralegal in creating trusts, implementing wealth transfer strategies and administering trusts after death
  • Serve as a professional trustee
  • Help set up and administer family LLCs, LPs and foundations
  • Work closely with CPAs and lawyers to settle major estates, including property transfers and federal estate tax returns
  • Have advised and managed family foundations
  • Have served as Chief Operating Officer, development director, grant writer and bookkeeper for numerous nonprofits
  • Have served as paralegal and researcher for major trust litigation cases

Why?

My goal as a Professional Fiduciary is to enrich lives, make life easier and enable smooth family transitions.

How?

I work closely with your you, your attorney and CPA to achieve your goals and stay on track.

Why Me?

I have a wealth of experience in helping Bay Area families with complex trusts, estates and accountings.

Fiduciary Services

Services include:

  • Professional trustee
  • Administrator for family LLCs and LPs
  • Administrator for family foundations
  • Support for boards of directors
  • Trust accountings
  • Trust administration


Nanette Leueschel
Professional Fiduciary

 

Email: nan@nanettel.com

510 808 5499 – office

415 225 7717 – mobile

 

 

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