Trust Matters Summer 2021 Newsletter

FROM THE DIRECTOR’S DESK


It is summer in Oregon, and we hope you will have an opportunity to enjoy some of the activities our beautiful state has to offer. From the Rose Festival to the Shakespeare Festival, from camping at the coast to hiking the Steens, there is no shortage of things to do!

Our feature article this edition focuses on business succession and how Oregon Pacific Bank can be a part of a successful transition plan. The accompanying Toolbox Tip provides a relevant questionnaire to get the process started with your clients.

In our Staff Spotlight, we welcome Bryn Siegel to the Oregon Pacific Bank Trust Services team. I encourage you to reach out to her, and the rest of our trust officers, using the contact information below. We are eager to answer your questions or help find a solution to a client’s situation.

 

Beth Knorr, CTFA, SVP, Director of Trust Services
Direct: 541-770-7455
Email: beth.knorr@opbc.com