Trust Chats

GBT Trust Chats are informal, conversational, one-hour seminars designed to educate our clients and the community about our trust services and how they can benefit individuals and their families.
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Past Trust Chats
Topic: Planning for Financial Managment Assistance
Date: June 10, 2010
Presenters: Darrel Morf of Simmons Perrine Moyer Bergman PLC

Topic: The Significance of Account Ownership & Beneficiary Designations
(click link above for presentation outline)
Date: January 26, 2010
Presenters: Dennis Egel - Guaranty Bank Trust Dept.

Topic: Understanding Your Finances:
A Trust Chat for Women
(click link above for presentation outline)
Date: November 5, 2009
Presenters: Madeline Windauer of
McGladrey & Pullen, LLP
(madeline.windauer@rsmi.com)

Topic: The Benefits of 529 Plans
Date: September 10, 2009
Presenters: Rich Ehr of Upromise Investments, Inc.

Topic:         Testamentary Trusts 
                          (click link above for presentation outline)
Date:            July 28, 2009
Presenters:   Maureen Kenney of Bradley & Riley, PC
                     (mkenney@bradleyriley.com)
                     Jessica Doro of Bradley & Riley, PC
                     (jdoro@bradleyriley.com)
Topic:         Special Needs Trust 
                          (click link above for presentation outline)
Date:           May 12, 2009
Presenters: Kyle Wilcox of Simmons Perrine Moyer
                   Bergman P.L.C.
                   (kwilcox@simmonsperrine.com)
                   Donald Johnson of Shuttleworth and 
                   Ingersoll, P.L.C.
                   (DLJ@ShuttleworthLaw.com)

Topic:         Duties of an Executor 
                          (click link above for presentation outline)
Date:           March 19, 2009
Presenters: Richard Wenzel of Wenzel & Harms, P.C.
                   (dickwenzel@aol.com)
                   David Wenzel of Wenzel & Harms, P.C.
                   (wenzelharms@aol.com)