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Empowering Your Wealth: Understanding 
Directed Trusts and Their Strategic Advantages Webinar

Join us for our upcoming 
free webinar!

When: Tuesday, August 22, 2023 at 3:00 PM ET / 12:00 PM PT

Join Kevin McNee, Director of Trust Services at Madison Trust, as he delves into how Directed Trusts can potentially revolutionize your approach to estate planning, asset protection, and wealth management.
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Featured Speakers

Kevin McNee
Mr. McNee is a noteworthy leader of Madison Trust’s Directed Trust Services. Kevin brings 15 years of business development and financial services experience to our team, with the accomplishment of building SmartAsset’s SmartAdvisor platform. His entrepreneurial spirit and goal-driven work ethic kick-starts his new venture. At Madison Trust, Kevin provides financial solutions within the Directed Trust Services to solve client’s pain points, while ensuring the continuation of our first-in-class client support.

Who Is Madison Trust?

Madison Trust partners with financial intermediaries: CPAs, attorneys, and financial advisors to offer customizable corporate trustee services to individuals.

Ready to learn more about Directed Trusts?

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This content is for educational purposes only.

Disclaimer: All the information contained on our website is a general discussion for informational purposes only. Madison Trust Company does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic, or oral statement or communication by Madison Trust Company or its representatives, is intended to be, or may be relayed as, legal, tax, investment advice, statements, opinions, or predictions. Before making investment decisions, please consult the appropriate legal, tax, and investment professionals for advice.

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Corporate Headquarters:
Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company
One Paragon Drive • Suite 275
Montvale, NJ 07645
Hours:
Monday - Thursday: 9:00AM - 6:00PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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