Corporate Trustee Education Session 2
- July 19, 2022
- 6:30 pm - 8:00 pm
- This event has passed.
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.