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Corporate Trustee Education Session 1

Corporate Trustee Education Session 1

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Join us for an education session on Corporate Trustees with experts from the National Bank of Indianapolis. 

During the session, you’ll hear from Jamie Ulrey, Vice President & Trust Officer, Personal Trusts, Angela Berg, Vice President & Trust Counsel, Trust Legal, Tax & Estates, and Corrina Judd, Assistant Vice President & Estate Officer and get answers to questions such as:

  • Why Choose a Corporate Trustee?
  • What are a Trustee’s Duties?
  • What Are the Benefits of a Corporate Trustee?
  • Why Consider a Directed Trust?
  • What is a Directed Trust?
  • How to Select a Directed Trustee?
  • What are the Benefits of a Direct Trust?

SBC Wealth Management and National Bank of Indianapolis are not affiliated.

Details

Date:
July 19
Time:
3:00 pm - 4:30 pm
Event Category:
Event Tags:

Venue

SBC Wealth Management Lounge
2920 East 96th Street
Indianapolis, IN 46240 United States
Phone:
866-818-1028
View Venue Website