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Section | Probate and Estate Planning

Probate & Estate Planning and Probate Litigation Sections Meeting


Fiduciary and Trust & Estate Banking: Is Your Bank Providing the Products and Services You Need?

Speaker
Alice Madrid Neumann | Manufacturers Bank
Max Damm | IntraFi Network

Join the Probate & Estate Planning and Probate Litigation Sections to take a look into Fiduciary and Trust & Estate Banking. What you don't know can hinder your efforts
The program will discuss:
-Banking solutions to help you and the Trustee reduce and eliminate uncertainties over the administration of the Trust or Estate.
-Increasing the value of the estate by reducing expenses.
-Maximizing FDIC insurance coverage.
-How to effectively partner with a specialized trust & estate banker to avoid delays and unforeseen pitfalls.

Case examples will be presented during the program and there will be time for Q&A.

1.0 CLE will be provided. 1.0 CLE Eligible towards Estate Planning, Trust & Probate Legal Specialization Credit

Free to MCBA members.
Laura Gibble and Paul Gruwell
Co-Chairs of the Probate & Estate Planning Section

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MCBA IS AN APPROVED PROVIDER AND CERTIFIES THAT THIS ACTIVITY HAS BEEN APPROVED FOR MINIMUM CONTINUING EDUCATION CREDIT BY THE STATE BAR OF CALIFORNIA IN THE AMOUNT OF 1.0 HOUR. ELIGIBLE TOWARDS Estate Planning, Trust & Probate Legal Specialization Credit.


1.0 CLE | General


Contact

Denise Belli | Email
Mee Mee Wong | Email


05/19/2021 12:00 PM 05/19/2021 1:00 PM America/Los_Angeles Probate & Estate Planning and Probate Litigation Sections Meeting Fiduciary and Trust & Estate Banking: Is Your Bank Providing the Products and Services You Need? Hosted Webinar, Log in sent after registration, , CA, Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

Member Registration

Non-member Registration

Registration ends May 19, 2021


Members: $0
Non-Members: $25

Free to MCBA members.

Date and Location

Wednesday | May 19, 2021
12:00-1:00P

Hosted Webinar
Log in sent after registration

Speaker Information

Alice Madrid Neumann

Manufacturers Bank

Alice Madrid Neumann has been a career banker for over 30 years, and joined Manufacturers Bank in 2007. She established the Specialty Deposit Program in 2010, which has been tremendously successful for the Bank. She is an experienced banker with expertise in reviewing and analyzing legal and court documents to open various types of accounts (i.e., Trusts, Estates, Conservatorships, Guardianships, Court Order Blocked, Special Needs, IOLTAs, Joint Bond Agreements, Medi-Cal Gift, and VA accounts). Fiduciaries, Attorneys, and other Professionals recognize that Alice plays a critical role in working with them and their clients in establishing and servicing their banking relationship. Alice has the knowledge to understand your client’s situation and the compassion to connect with them for a successful experience. As a trusted advisor, she takes the time to listen and understand your client’s needs, working together to develop a tailored solution to meet their banking goals. Our Specialty Deposit Program will accommodate multiple trustees, conservators, administrators, 2-signatures required, and signers who may be out-of-state. Alice’s market covers the West San Fernando Valley, Conejo Valley, Ventura and Santa Barbara Counties, and the Central Coast up to the San Francisco area.


Max Damm

IntraFi Network

Max joined IntraFi Network in 2004 and currently holds the position of Managing Director for California, Hawaii, and Alaska. Max has 22 years of experience in financial services, working at national and community banks along the way. Max earned his undergraduate degree in International Studies and Spanish/Latin American Studies at American University in Washington, DC.

Max has served in various capacities while at IntraFi, working on the Inside Sales Desk, Treasury Desk, Product Management Team and now as Managing Director. As Managing Director, Max works hand in hand with banks on numerous activities including C-level deposit strategy, liquidity management, new product rollout, Sales Training and end client education. In the area of end-client education, Max joins banks of all size in customer outreach related to IntraFi’s products and has spoken at numerous events for CPAs, Public Agency Finance Officers, Businesses, Law Firms, Non-Profits, and Fiduciaries.