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BEGIN:VEVENT
DTSTART:20140128T233000Z
DTEND:20140129T020000Z
LOCATION:Crowne Plaza Northstar
UID:996620140128T233000ZMinneapolis Dinner Meeting: Experienced Corporate Trustee Panel
DTSTAMP:20260420T093843Z
DESCRIPTION:\n[REGISTRATION LINK](http://www.cvent.com/d/94q0wl)\n \nChoosing the right corporate trustee is one of the most important decisions clients face when establishing their trust. With several factors to consider when making that decision, this panel will bring together experienced corporate trustee representatives from three institutions to provide an overview of their practice and what professionals need to know when working with them.\n\nThe panel will discuss:\n the process of opening a new account  the client care structure within the institution  government regulations  fee structures  company practice of reviewing estate planning documents  and much more!  \nModerating this panel presentation will be Christopher J. Burns - Estate, Trust, and Probate Attorney. Panelists include:\n Lloyd S. Stern - Managing Director/Estate Services, The Private Client Reserve of U.S. Bank  Sherry A. Desrosiers - CTFA, Vice President and Managing Director, The Private Client Group - U.S. Bank N.A.  Patrick Garay-Heelan - CTFA, Assistant Vice President, The Private Client Group - U.S. Bank N.A.  Kim S. Becker - Senior Vice President, Senior Fiduciary Advisory Specialist, Wells Fargo Private Bank Adam C. Stern - Vice President, First Lawyers Trust  \n\nRegistration and Networking - 5:30 pm\n Meeting Begins - 6:00 pm\n Dinner - 7:00 pm\n Meeting ends - 8:00 pm\n
SUMMARY:Minneapolis Dinner Meeting: Experienced Corporate Trustee Panel - Twin Cities Estate Planning Council 
PRIORITY:3
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TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
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