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.
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.
Agenda:
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.