Shakespeare, Succession and Estate Planning - NWA (alternate)

Date: Tuesday, September 10, 2024
Time: 5:30pm - 7:00pm
Location: TBD
Speaker: Leslie Amann, Sentinel Trust Company

Leslie Amann, Sentinel Trust Company

Leslie is Of Counsel to Sentinel Trust and serves as a strategic advisor on fiduciary and legal matters. In her prior role as Chief Fiduciary Officer, Leslie spent nearly fifteen years ensuring consistency and best practices where Sentinel Trust was named as trustee, executor, or agent. A background in business litigation and more than twenty-five years of experience administering trusts informed her work serving clients with complex fiduciary needs.

Prior to joining Sentinel Trust, Leslie was a Market Trust Executive for Bank of America and provided fiduciary counsel for a regional bank. In the first decade of her legal career, she litigated complex financial transactions on behalf of clients while in private practice. She taught as an Adjunct Professor at the University of Houston Law Center for twelve years.

Leslie spent three sessions (1977–1981) as a Legislative Aide to a State Senator and has drawn on that experience to promote trust reform legislation in Texas.

Leslie is a Fellow in the American College of Trust and Estate Counsel (ACTEC), a holder of the AEP designation from the National Association of Estate Planners and Councils (NAEPC), and a member of the NAEPC Speaker’s Bureau. Active in the fiduciary community, she has served in leadership roles with the Texas Bankers Association, Houston Estate and Financial Forum, Houston Business and Estate Planning Council, and the Houston Bar Association’s Probate, Trusts, and Estate Section Council. Leslie continues to write and present continuing education for national, state, and local bar associations, banking associations, and estate planning councils.

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