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Jeanne Barrett enjoys helping clients accomplish their objectives for financial and estate planning. With over 30 years of experience assisting clients with living trusts, charitable remainder trusts, conservatorships and estates as both a trust officer and attorney, Ms. Barrett’s experience helps clients assess the many options inherent in planning.
A Connecticut native, Ms. Barrett is a graduate of Boston College and the University of California Hastings College of the Law. In addition to planning, Ms. Barrett has administered trusts and settled estates for clients in the San Francisco Bay Area.
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