Skip to main content

Insights and Updates

Key Differences in Wills and Trusts

Having an estate plan is incredibly important, regardless of your goals, family situation, or net worth. Well-designed estate plans may include a will, a revocable trust, or sometimes both. Now, what are some of the differences in wills and trusts? Wills Your will becomes a governing legal document upon your death. It allows you to…

Read More

Special Needs Trusts: What they are, What to Consider, and More

What is a Special Needs Trust? A special needs trust, sometimes called a supplemental needs trust (SNT), is an irrevocable trust that provides resources to enhance a disabled beneficiary’s quality of life without disqualifying the beneficiary from means-tested public benefit programs like Medicaid (MA) or Supplemental Security Income (SSI). The beneficiary does not own the…

Read More

3 Major Benefits of a Corporate Trustee

There are numerous decisions that need to be made throughout the estate planning process. One of the biggest decisions you will make is who to select as your trustee. Appointing a family member or a friend may seem like a great idea at the time, but it could turn into a costly mistake down the…

Read More

Tim Sugar Joins Fiduciary Partners

March 2, 2021 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce that Tim Sugar has joined the firm as Vice President. Tim will establish a new location for Fiduciary Partners in Madison, Wisconsin. Tim has almost 15 years of combined experience in trust administration and in practice as an estate planning attorney…

Read More

Ryan Valentine

Get to know Ryan Valentine, President of Fiduciary Partners.

Read More

Bartel Promotion

February 25, 2021 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce that Kristi Bartel has been promoted to Trust Officer. Kristi, having over 10 years of investment industry experience joined Fiduciary Partners in January 2018. Since joining the firm in 2018, Kristi has exemplified the qualities necessary to continue our firm’s growth….

Read More

“They’ll Help Me Settle Dad’s Estate”

The Problem: Jill was perplexed.  She had just gotten off the phone with Robert, her father’s attorney.  Her father had passed away a week before and Jill had just returned home from the funeral 200 miles away, not for a lack of things to do at her father’s home, but because her own business was…

Read More

Nespodzany Retirement

October 30, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company announced today that Bev Nespodzany will retire effective October 30, 2020. Bev has served the banking and trust industry in Northeast Wisconsin for 53 years, working side-by-side with Steve Truchinski for over 35 years. As a Trust Administration Specialist, Bev built a special relationship with…

Read More

Baumgartner Promotion

August 13, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce that Amber Baumgartner has been promoted to Vice President of Operations. Amber has been a vital team member since joining the firm in 2008. As Vice President of Operations, she will be overseeing and leading members of our operations department. Her…

Read More

New Shareholder Announcement

July 6, 2020 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce Mike Sessa, Vice President and Market Manager has become a shareholder for the firm. Mike made an immediate impact on the team when joining in 2018, adding almost 20 years of experience in trust administration, financial services and estate planning for…

Read More

Older Posts