Finding the right trust company for your wealthy clients can be frustrating. There are different states, service offerings, fees, level of services offered can make or break a relationship. Some firms roll out a red carpet while others offer red tape. Knowing how the relationship works from the inside can be an asset and helpful navigation tool during the selection process.

Will your valued clients make the right choice when choosing a trust company? Will they be frustrated when they can't get anyone on the phone? Or, will he be upset if they discover hidden fees? These questions and more will be answered at our upcoming Webinar.

Monday, November 19, 2012
2:00pm-3:00pm EDT

This special webinar will explain how to assess you client’s needs, identify the most likely trust providers, lock in the optimum relationship with the right provider and keep the relationship working and efficient going forward.

Agenda

  • How to work with your client's estate planner. Is there a trust in existence or does a new one need to be created?
  • How make the trust last for generations.
  • Techniques to make sure the financial advisor continues to manage the trust assets
  • Does the client need a corporate trustee?
  • Which state is best for the trust and why?
  • Service differentiation between trust companies. Directed trust hosts vs. full service providers – which is best for your client
  • Getting a handle on fees. Initially and ongoing, and fees to leave.
  • How to deal with special situations: buying or selling a business, marriage or divorce and special needs trusts and more.
  • Dealing with disability and death: the role of the advisor and trustee.
  • Questions and Answers

Registration

COMPLIMENTARY for The Trust Advisor subscribers

Click Here to Register

Presenters

Scott Martin
Senior Editor, The Trust Advisor

Mr. Martin has been tracking various aspects of the financial industry since 2001 for publications like Research, Buyside and Institutional Investor. Previously, he was a market writer for CNN. As an advocate for the trust industry, he has testified to the Nevada Senate Committee on Commerce, Labor and Energy on issues of national competition. He is also active as a marketing and editorial consultant for registered investment advisors.

Gideon Rothschild, Esq.
Partner, Moses & Singer, LLP.

Mr. Rothschild focuses his practice in the areas of domestic and international estate planning and asset protection, including the use of sophisticated estate planning techniques in the representation of high-net-worth individuals. Gideon is a nationally-recognized authority on the use of offshore trusts and estate planning strategies for wealth preservation and succession planning. His clients include professionals, real estate developers and owners, closely-held business owners and directors of publicly-held companies. His practice also includes estate administration and the representation of clients in taxpayer disputes at the federal, state and local levels.

Gail E. Cohen
Vice Chairman and General Trust Counsel, Fiduciary Trust

Gail E. Cohen is responsible for Fiduciary's client relationships and trust and estate services in New York and across Fiduciary Trust's regional offices. She joined Fiduciary Trust in 1994 and has over 30 years of experience in the area of trusts and estates. Ms. Cohen is a member of Fiduciary Trust's Board of Directors, as well as a member of the Management and Executive Committees.

JoAnn Engelhardt
Managing Director, Bessemer Trust

Prior to joining Bessemer Trust, Ms. Engelhardt was President and CEO of Merrill Lynch Trust Company (Florida) and served as Chief Trust Officer of Citicorp Trust in Palm Beach, Florida. In New York she was law clerk for the Hon. Millard Midonick, senior New York County Surrogate Court Judge and was an Associate in the trusts and estates department of Carter, Ledyard & Milburn. She received a Bachelor of Arts in English from Barnard College of New York City cum laude; a Juris Doctor from New York University School of Law of New York City; and a Master of Laws in Estate Planning and Tax from New York University School of Law.

Richard Trumpler and Matthew Lynch
New York Private Trust Company

Richard P. Trumpler has joined New York Private Bank and Trust as managing director. He is responsible for building out the New York City-based firm’s Private Label Special Services division, formed in 2007 to provide trust and philanthropic services to financial advisory firms. Trumpler previously was CEO of the banking services division of Concord Wealth Management, a New Jersey firm that outsources wealth management services to banks.

Matthew Lynch is an experienced Delaware financial services leader and attorney with a broad legal background and extensive banking and wealth management knowledge. He is a member of the Society of Trust and Estate Practitioners and the Trust and Estates Section of the Delaware Bar Association. He has been published in On Wall Street magazine and is a frequent contributor to the Trusted Advisor.com blog. He has spoken about Delaware trusts at numerous conferences including the Delaware Banker's Association Annual Trust Conference and the Pierro Law Group Intergenerational

Antony Joffe
President, Sterling Trustees

Antony is responsible for managing Sterling's day-to-day activities, including operations, compliance, sales and marketing. He previously served as president of a Pennsylvania-chartered trust company. Before starting his career in the trust services business, he spent 15 years in the financial services industry, working with emerging growth companies to complete public and private equity offerings, mergers and acquisitions transactions, valuations and other financial advisory work. As a principal at Bryant Park Capital, a New York-based boutique investment bank, he helped establish the firm's Philadelphia office.

Continuing Education Credit

  • CFA Institute: 1 hour of professional development credit (submitted for approval)
  • SCPE: 1 hour of CE credit through the National Association of State Boards of Accountancy (submitted)
  • CFP Board and IMCA: 1 hour CE credit (submitted for approval)

Registration

COMPLIMENTARY for The Trust Advisor subscribers

Click Here to Register

Presented by:

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