Representative Matter

Trust operations of a mid-size bank

Performed a variety of services for trust operations of a mid-size bank in the mid-Atlantic Region including preparation of forms for use in various trust situations such as directions or delegations, review of impact of different state laws on the administration of trusts, providing training sessions for trust employees, providing advice on charitable transactions providing advice on specific trust issues as they arise, providing advice on ESOP plans, and providing advice in litigation matters.