Aaron Black Email & Phone Number

Michigan City, Indiana, United States

Responsible for managing fiduciary and investment-oriented client relationships in which the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent, and developing new personal trust business by providing exceptional service and advice.Accountable for the retention, development and growth of a portfolio of personal trust relationships for the assigned client base in one or more geographic regions. Operate in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) requirements. Responsible for quality and timeliness of administration and documentation of trust account activity. Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written and telephone communications. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank’s commitment to the communities we serve through active involvement in local organizations and events.

Warsaw, Indiana, United States

• Successfully led a three member team managing over 200 accounts with over $133 million in assets of various types of irrevocable and revocable trusts along with custody, IRA and investment agency accounts. • Manage trust and investment agency accounts according to plan documents and investment objectives with respect to accounts ranging in value from $100,000 to $7 million in assets. • Provide highly responsive, definitive service to clients, representatives and professional consultants. • Engage in estate settlement activities, pursuant to terms of governing documents, carrying out the duties of trustee and/or personal representative. • Coordinate daily trust administration including trusts containing farm assets, forest assets, business assets, real estate and rental assets. • Actively involved in the community in an effort to build relationships and drive growth by reaching out to, and meeting with, centers of influence including attorneys and CPAs. • Successfully solidified existing client relationships, and cultivated new, personal trust, corporate trust and agency relationships during major transition of Wealth Advisory Services staff..

Warsaw, Indiana, United States

Fort Wayne, In

• Counsel clients regarding estate planning, tax and charitable gift planning, Medicaid planning, business tax and succession planning. • Draft of revocable and irrevocable trusts, wills, powers of attorney, medical powers of attorney, living wills, gift and estate tax returns, deeds, and buy-sell agreements. Clients’ net worth ranges from very modest to millions of dollars. • Effectively communicate to clients regarding estate and tax planning, probate matters and federal and state tax laws. • Prepare and file necessary probate documents, estate and inheritance tax returns. • Advise personal representatives, Trustees and individual beneficiaries in estate administration matters. • Counsel individuals regarding setting up non-profits and applying for tax-exempt status with the Internal Revenue Service. • Frequent keynote speaker at dozens of seminars for corporations, professional and service organizations and labor unions relative to Estate Planning, Probate Estate Administration and Trust Estate Administration.Frequent seminar presenter to prospective clients, businesses, labor unions and service groups in the areas of Estate Planning and Estate Administration.

Fort Wayne, Indiana, United States

• Managed various aspects of settlement negotiation, pretrial discovery (including depositions and motion practice), trial preparation, trials and administrative hearings in the areas of medical malpractice, personal injury and general liability cases. • Prepared pleadings, trial briefs and appellate briefs during litigation process. • Provided research and litigation support to partners.

Fort Wayne, Indiana, United States

• Researched and prepared pleadings, conducted trials, conducted discovery, prepared discovery responses and prepared transactional documents with regard to civil litigation matters in the areas of commercial law, real estate law, landlord and tenant law, collections law, family relations law, tort and personal injury law. • Provided research and litigation support to partners.

Juris Doctor, Law

Activities and Societies: Mock Trial Team

Bachelor Of Science (Bs), Legal Administration