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Insights and Updates

Shawn Bolender to Retire

April 25, 2022 (Appleton, Wisconsin) – Fiduciary Partners Trust Company announced today that Shawn Bolender will retire April 29, 2022. Shawn has dedicated his career to personal trust administration, and for more than 30 years has been helping clients achieve a wide range of goals. His thoughtful, gentle, and client-centered approach to decision making, combined…

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Fiduciary Partners Announces Promotions

April 18, 2022 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce that Jaci Kohlman has been promoted to Assistant Vice President – Personal Trust Administration and Kris Snyder has been promoted to Vice President – Estate and Trust Settlement. Jaci has over 17 years of experience in the financial services industry. She…

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Fiduciary Partners Trust Company Announces Two New Shareholders

January 18, 2022 (Appleton, Wisconsin) – Fiduciary Partners Trust Company, the only privately owned trust services company of its kind in the state of Wisconsin, is pleased to announce that Tim Sugar, Vice President and Terry Bruhn, Risk and Compliance Manager have become shareholders of the firm. Tim was hired in 2021 to bring depth…

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Kathy Perdzock to Retire

December 1, 2021 (Appleton, Wisconsin) – Fiduciary Partners Trust Company announced today that Kathy Perdzock will retire effective December 31, 2021. As one of the founders and original shareholders of Fiduciary Partners Trust Company, Kathy’s role within the organization always stretched far beyond her duties as leader of the Trust Operations team.  Kathy’s career in…

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Russell Wood Joins Fiduciary Partners Trust Company

September 20, 2021 (Appleton, Wisconsin) – Fiduciary Partners Trust Company, the only privately owned trust services company of its kind in the state of Wisconsin, is pleased to announce that Russell Wood has joined the firm as Vice President. Working from its Appleton, Wisconsin office, Russ will be responsible for expanding Fiduciary Partners’ personal trust…

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Celebrating 20 Years

This week Fiduciary Partners Trust Company celebrates its 20th anniversary. What began as a unique idea between co-founders Kathy Perdzock and Pete Rogers has since bloomed into a successful firm comprised of 40 employees, 3 locations, and $1.5B in AUA. Throughout the decades, we have had the pleasure to work with thousands of clients, investment…

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“I Need Help to Help My Mother”

The Problem: Cheryl Jones needs to simplify her life. Cheryl and Bob’s oldest child is now in college and the other two are in high school. Cheryl and Bob are grateful to have good jobs given the current economy – however, the last few years have been very demanding at work. Cheryl’s father is deceased…

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Make a Will Month

August is “National Make a Will Month” We have recently discussed corporate fiduciaries, special needs trusts, and the differences and similarities between wills and revocable trusts. Although August is officially “National Make a Will Month,” we wanted to highlight the importance of estate plans – not just wills. For today’s post we have compiled a…

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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…

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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…

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