Partnering With The Right Bank to Avoid the Pitfalls of Trust & Estate Administration
Join the LAEPC as Scott Kunitz and Alice Neumann present on how to partner with the right bank to avoid the pitfalls of trust and estate administration. Scott and Alice will use case studies and discussion to address administration pitfalls.
Mr. Scott Kunitz is the Senior Director and Market Executive of a highly successful Specialty Deposits Group at Banc of California. As Market Executive, he leads a team that specializes in helping clients in the following industries: Legal Fiduciaries, Law Firms & Legal Services, Class Action Settlement, Property and Community Management (including HOAs), Government Agencies & Public Funds, Third-Party Escrow, and 1031 Exchange Qualified Intermediaries. Mr. Kunitz also is responsible for institutional, specialized deposits held at Banc of California.
Prior to joining Banc of California, Mr. Kunitz was Vice President and Team Lead at Manufacturers Bank, where he was a key player in expanding the Fiduciary Banking Group, including product offerings and services. Previously, he was a Vice President at Merrill Lynch/Bank of America & City National Bank, where he worked with High-Net-Worth clients. Mr. Kunitz’s banking career started in 1990, while he was an undergrad at UCLA.
Mrs. Alice Neumann is the Senior Director in the Legal and Fiduciary Group of a highly successful Specialty Deposits Banking Group at Banc of California. As Senior Director, Alice will work with her clients to open fiduciary accounts, including trusts, estates, administrations, conservatorships, special needs, guardianships, minors, blocked, and other types of accounts.
Prior to joining Banc of California, Mrs. Neumann was Vice President, Area Manager at Manufacturers Bank, where she established their Fiduciary Banking Program 11 years ago. She was also a key player in expanding the Fiduciary Banking Group, including product offerings and services. Previously, she was a Vice President, Priority Manager at Union Bank, handling High-Net-Worth clients and a Vice President, Branch Manager at City National Bank, handling loans and deposits for middle-market companies.
