3 Questions
3 Questions
Wayne Baxter
3 Questions Fiduciaries & E.P. Attorneys Should Ask About Administering Fiduciary Bank Accounts
28 minutes Posted Sep 12, 2024 at 3:49 pm.
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Our special guest is Alice Neumann. She is joining us from Camarillo, California and is an Executive Director, Specialty Banking with Nano Banc. Alice works with attorneys, professional fiduciaries, and their clients. She makes it easy to open legal and fiduciary bank accounts, including Trust, Estate, Probate, Guardianship, Conservatorship, Special Needs accounts. Alice created the Trust & Estate and Professional Fiduciary Program 15 years ago and has over 30 years in the banking industry.

First aired 4/15/2024

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