The Corporate Trustee – The Unsung Member of your Charitable Giving Team

October 15 8a.m. – 9 a.m. via Zoom
Everyone is welcome to attend – registration required
Details and Registration

Find out about the important role a corporate trustee plays as part of your estate planning team.

When individuals have a donative intent, they seek qualified professionals for advice and guidance. The services of an esteemed estate planning attorney, certified financial planner, financial advisor, and charitable gift planner are often used. As part of the charitable giving plan, the individual may make lifetime contributions to a charity or foundation or post death transfers, either outright or pursuant to the dispositive provisions in a trust. The Corporate Trustee can serve as an objective member of the overall estate planning team.

Our Presenter: Donna C. Watson, JD

Donna C. Watson is an Assistant Vice President with Country Club Trust Company. Donna works with various types of accounts including trusts, estates, and investment management clients.

Prior to joining Country Club Trust Company, Donna worked as an estate-planning attorney with Woods & Evans in Chicago, Illinois and Steele Financial Services in Oklahoma City, Oklahoma. Her law practice included probate and estate administration. Donna also has a strong background in income taxation with over 12 years in public accounting including Big 4 experience.

7:45 – 7:55 AM Login
7:55 – 8:00 AM Welcome and Introductions
8:00 AM – Program Begins

Registration is required and those registering will be sent reminder e-mails one week prior to the event.

Attendees will receive a Zoom Link prior to the event.