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Estate Planning, Estate & Trust Administration

Trust Company Industry Group

  • Overview
  • Attorneys & Professionals
  • Updates, News & Presentations
  • Representative Experience

Trust companies and bank trust departments are highly specialized financial institutions and deserve counsel that understands their unique legal needs. Godfrey & Kahn has aggregated its experience and talent in serving professional fiduciaries into its Trust Company Industry Group. The Trust Company Industry Group gathers legal professionals from across disciplines at Godfrey & Kahn to coordinate and collaborate in order to deliver custom solutions to the issues facing trust companies and departments in Wisconsin and around the United States. 

When working with the Trust Company Industry group, you get the benefit of legal expertise from a variety of legal disciplines: 

  • Banking & Financial Institutions
  • Investment Management
  • Estate Planning  
  • Estate & Trust Administration
  • Tax
  • ERISA and Employee Benefits
  • Data Privacy and Cybersecurity
  • Estate, Trust & Fiduciary Litigation

We understand that trust and wealth management operations often involve the cross-selling or referral of trust, investment advisory, brokerage and other wealth management products and services among affiliates. Therefore, the Industry Group includes attorneys and professionals who specialize in dealing with related regulatory and compliance issues. In addition to legal counsel, the Trust Company Industry Group includes Godfrey & Kahn’s experienced trust administrators. Our administrators regularly assist clients with trust accounting matters, tax matters, and substantive fiduciary issues.

Godfrey & Kahn’s Trust Company Industry Group has extensive experience in representing state and national trust companies and banks in a variety of matters including:

  • Trust company formation and situs planning
  • Sales and acquisitions
  • Corporate governance
  • Trust operations
  • Fiduciary litigation 
  • Regulatory compliance 

Godfrey & Kahn serves as the primary outside legal counsel for multiple dedicated trust companies and banks with substantial trust operations. The firm represents financial institutions of all types and sizes, from large publicly-traded financial holding companies to small, privately-held community banks. For those financial institutions with distinct trust divisions, the firm’s lawyers regularly advise on a variety of legal, regulatory and compliance issues involving trust operations and fiduciary matters.

Godfrey & Kahn has the breadth, depth and experience to provide sophisticated and proactive legal solutions to the Trust Industry. The Trust Company Industry Group brings together our deep knowledge and years of experience, all in one place.

Jeffrey Billings

Billings, Jeffrey S.

Shareholder
Milwaukee
414.287.9615414.287.9615
Shannon (Brusda) Braun

Braun, Shannon (Brusda)

Shareholder
Milwaukee
414.287.9568414.287.9568
Todd Cleary

Cleary, Todd M.

Shareholder
Milwaukee
414.287.9433414.287.9433
John Donahue

Donahue, John E.

Shareholder
Milwaukee
414.287.9422414.287.9422
Carol Gehl

Gehl, Carol A.

Shareholder
Milwaukee
414.287.9255414.287.9255
Thomas Homberg

Homberg, Thomas R.

Shareholder
Milwaukee
414.287.9429414.287.9429
David Konkel

Konkel, David R.

Associate
Milwaukee
414.287.9348414.287.9348
Pamela Krill

Krill, Pamela M.

Shareholder
Madison
608.284.2226608.284.2226
Richard Marcus

Marcus, Richard S.

Shareholder
Milwaukee
414.287.9640414.287.9640
Sarah McNally

McNally, Sarah E.

Special Counsel
Milwaukee
414.287.9446414.287.9446
Jennifer Olk

Olk, Jennifer M.

Special Counsel
Milwaukee
414.287.9604414.287.9604
Sarah Sargent

Sargent, Sarah A.

Associate
Milwaukee
414.287.9450414.287.9450
Michael Taibleson

Taibleson, Michael W.

Special Counsel
Milwaukee
414.287.9384414.287.9384
Ryan Van De Hey

Van De Hey, Ryan

Associate
Madison
608.284.2609608.284.2609
Justin Webb

Webb, Justin P.

Shareholder
Milwaukee
414.287.9527414.287.9527
Peter Wilder

Wilder, Peter

Shareholder
Milwaukee
414.287.9609414.287.9609

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