National Advisors Trust Co. Seminar with Kurt Koehler
On Wednesday October 3rd, Monte Financial Group LLC. continued our seminar series with our third guest speaker Kurt Koehler, J.D., LL.M., Director, Trust New Business Development at National Advisors Trust Company. He updated us on recent developments in the independent trustee landscape, the South Dakota trust situs, and National Advisors Trust’s role with Special Needs Trusts. Thank you Kurt for the great seminar!!