Jandy John, Director of Estate and Trust at Concentra Trust, and Stephen McCotter, Senior Wills and Estates Advisor, present on the ins and outs of working with a Corporate Trust Company. The presentation will discuss the two pillars of the trust company business, differentiating between deferred services and immediate services, and when and how to engage both.
Jandy and Stephen will explain the end-to-end process, and will also illustrate the various ways trust companies themselves rely on the expertise of third parties outside of their area of expertise, including lawyers, investment managers, insurance professionals, and accountants, as they seek to provide a holistic estate planning experience to their clients.
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