Wednesday, March 24 @ 5-6 pm

Choosing the right trustee to handle your matters during and after your lifetime can be quite the difficult decision. Certainly, there maybe one or two people that you may have in mind in that regard. But trust is just one aspect in making your choice of trustee. Join us to full understand what you should expect from a trustee, get a better understanding of the complex duties that a trustee will undertake when signing up for that role and what options you may have.

About Dawn Mullarny:

Dawn began her career with the State Bank of Cross Plains in 2011 and in 2013 joined our Wealth Management Team. Since then, Dawn’s role has grown and developed substantially through her exceptional dedication and initiative. As a trust officer, Dawn’s primary duties include ensuring delivery of exceptional customer service to beneficiaries of active trust relationships. In addition, Dawn oversees leadership of Wealth Management marketing efforts and coordination of departmental business development efforts. Her active role in nurturing relationships with both clients and their professional advisors is recognized and admired throughout the local estate planning community.

Dawn earned a B.B.A degree from the University of Wisconsin-Whitewater. Dawn is a Board Member of the Madison Estate Council.

Zoom access is provided, in part, by our Technology Sponsor, the Wisconsin Cancer Collaborative.