Merchants Bank Trust Administrative Specialist Amy Gutierrez, J.D., recently completed the Schools of Banking School of Trust and Financial Services class. The class was held August 21-25 in Manhattan, KS.
“Most valuable to our clients here at Merchants Bank was what I learned about estate administration and retirement planning, especially as it relates to looking at the big picture and what is best for those clients over a long period,” Gutierrez said.
Gutierrez completed training in Trust Administration, Fiduciary Income Tax, Estate Planning, Retirement Planning, Investments, Conservatorships and Special Needs Trusts, Probate, Compliance and Trust Accounting and Securities Processing.
She said what she learned will assist clients in their wealth management planning for their children, grandchildren and for supporting the philanthropic needs of their community.
The Schools of Banking is located in Lincoln, Neb., and is a jointly owned subsidiary of the Kansas and Nebraska Banking Associations. The School of Trust and Financial Services was held in partnership with a number of state bankers associations, including the Minnesota Bankers Association.
“It was great to be in a class where everyone was going through approximately the same experience and same timing in the Trust departments where they worked. We had the same types of questions, and that enhanced the learning for all of us,” Gutierrez said.
Gutierrez has been working in the Merchants Bank Trust Department since late Spring and has been with the Merchants Bank organization for nearly three years. She has a law degree from Northern Illinois University, a master’s degree from Eastern Michigan University, and an undergraduate degree from Winona State University. She is from Witoka and is a graduate of Winona Senior High School.
The Merchants Bank Trust Department helps individuals and families establish comprehensive wealth plans that identify their needs, goals, and resources for retirement. Trust services may include portfolio management and estate planning, as well as acting as an agent under power of attorney or as personal representative for estates.