Why Choosing the Right Trustee Matters
It’s not uncommon for an estate plan to contain multiple trusts. They can enable you to hold assets for and transfer them to beneficiaries, avoid probate, and possibly reduce estate tax exposure. When drafting a trust, you must appoint a trustee. This can be an individual or a financial institution. Before choosing a trustee, know […]
Welcome Kris Groell and Sierra Schmidt!
We are pleased to welcome two outstanding professionals to the Legacy Private Trust Company team! Kristine L. Groell brings a dynamic background in business development, data analytics, and educational leadership to her role as Corporate Support Services Associate at Legacy Private Trust Company. In this role, Kristine collaborates with teams across Operations, Administration, Investments, Estate […]