🎙️Episode 7: What Is Fiduciary Banking? 

👨‍💼With Special Guest: Ronna Lubash

Ronna Lubash has served the Business Banking community for 33 years, and joined Manufacturers Bank’s Trust and Estate Banking Program in 2019. Her expertise is in Private Banking and she has extensive knowledge working with attorneys and other professionals. She is recognized for her ability to review and analyze legal and court documents to open various types of accounts (i.e., Trusts, Estates, Conservatorships, Guardianships, Court Order Blocked, Special Needs, IOLTAs, Joint Bond Agreements, Medi-Cal Gift, and VA accounts). Ronna works very closely with her clients and takes the time to listen and understand their banking needs. She focuses on finding the right solution while delivering exceptional service. Her top-level experience, skill, and knowledge makes her a trusted advisor you can depend on. Our Trust and Estate Program will accommodate multiple trustees, conservators, administrators, 2-signatures required and signers who may be out-of-state. Ronna’s market covers the West San Fernando and Conejo Valleys.

Find out all about reverse mortgages on this episode of the Probate Realtor Show!

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🗣️Notable Quotes:

 "If 2 signatures are required in an account, we set it up to post credits only. Anyone can deposit at anytime, wires coming in, deposits go through, and every cheque that’s written kicks it out of the system"

📇Connecting with Ronna: 

LinkedIn: https://www.linkedin.com/in/ronna-lubash-53735264/

Website: https://www.manufacturersbank.com/Ronna-Lubash

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️Connecting with ✨ The Probate Realtor Show and Matias

YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ

Facebook: https://www.facebook.com/matiasbakermasucci

Instagram: https://www.instagram.com/matiasbroker

LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/

Website: https://everyla.com/