Theodore K. Boudreau, Jr. – Jd, Ll.B, Qka Email and Phone Number
Theodore K. Boudreau, Jr. – Jd, Ll.B, Qka personal email
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Theodore K. Boudreau, Jr. – Jd, Ll.B, Qka phone numbers
SPECIALIZED FINANCIAL LEADERSHIP & RETIREMENT PLAN SPECIALIST SKILL SET:15+ Years of Specialization in Qualified Retirement Plan and Personal Trust Administration, Client Relations, and Wealth Management Services with Expert Knowledge of and Proficiency in Administering Irrevocable Trusts and Qualified Retirement Plans ▪ Possess an In-Depth Understanding of Estate Planning Strategies with Experience Summarizing Estate Plans including Wills, Trusts, Powers of Attorney, and Health Care Directives ▪ Proficient in the Administration of Family Limited Partnerships, Closely Held Businesses, Estates Settlement and Special Needs Trusts ▪ Expertise with Trust Account Services including Ongoing Account Reviews; Discretionary Distribution Reviews; Relationship Building with Advisors, Clients, and Attorneys; and Assisting in Researching Complex Legal Issues ▪ Possess Expert Knowledge of State and Federal Laws Governing Qualified Retirement Plans and Trust Administration, Providing Subject Matter Expertise in the Interpretation and Execution of Actions as Advised by Governing Documents ▪ Past Experience Providing Trustee Services to a Large Caseload Irrevocable Life Insurance Trusts, Implementing Operational Procedures to Ensure Timely and Accurate Payment of Insurance Policies Owned by Trusts ▪ Strong Passion for Providing Outstanding Customer Service to Stakeholders with the Ability to Present Complex Information to Clients and Leadership with Credibility ▪ Expertise Working Directly with Valuation Firms, Attorneys and Company Shareholders to Review and Evaluate Proposed Transactions ▪ Experience Providing Strategic Guidance to Plan Sponsors and Employees on Employer Sponsored Retirement Plans and IRAs including Compliance and Documentation ▪ Well Respected Leader with a Strong Work Ethic and Deep Knowledge of Trust Administration and Wealth Management Services
Creative Planning Trust Company
View- Website:
- creativeplanningtrust.com
- Employees:
- 2
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Trust OfficerCreative Planning Trust CompanyKansas City, Mo, Us
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Trust OfficerCreative Planning Apr 2022 - Apr 2024Overland Park, Kansas, Us•Managed and administered personal trust accounts, including irrevocable life insurance trusts (ILITs) and charitable trusts, among others, ensuring compliance and offering expert financial and estate planning guidance.•Proactively identified and mitigated risks associated with trust management.•Oversaw all stages of trust administration, from asset collection and expense management to claims processing.•Managed estate administrations and asset distributions in accordance with wills and trust agreements.•Developed key relationships, liaising among trust stakeholders.•Provided personalized client service, clarifying the intricacies of trust administration and estate planning.•Collaborated with investment advisors to align with the governing documents and prudent administration.• Educated clients on trustee management responsibilities and conducted seminars to enhance public knowledge of trust and estate planning.•Developed and maintained key relationships and serve as liaison among trust stakeholders, including beneficiaries, grantors, attorneys, and financial professionals.•Notable Achievements:o Oversee the management of a high volume (125+) of specialized trusts. o Developed an effective process for managing ILITs ensuring administrative efficiency at all levels including life company level, Wealth Manager/Financial Planner level, Trust Administrator level, and Trust Operations level. o Selected as a voting member of the Discretionary Distribution Committee. -
Vp & Trust OfficerCommunity Bank Of Pleasant Hill D/B/A First Trust Midamerica Sep 2019 - Mar 2022• Managed fiduciary services for ESOPs and 401(k) plans at the Pleasant Hill branch, overseeing business transactions, valuation reviews, annual stock valuations, and retirement planning education.• Ensured trust administration adhered to relevant legal and regulatory standards, and offered guidance on complex legal issues.• Completed annual reviews for all retirement plans, and ensured full compliance with plan documents.• Proactively mitigated risks associated with trust administration.• Administered trustee and custodial services for qualified retirement plans and IRAs, including SIMPLE IRAs, Traditional, Roth, and Self-Directed with unique assets.• Initiated and Engaged in regular correspondence with valuation appraisers, attorneys, executives, and employees to resolve issues, and attend to service needs and coordinate education.• Facilitated meetings with account holders and plan sponsors to review account status and performance.• Performed annual due diligence reviews of valuation appraisal firms, investment management firms, and other vendor contracts.• Maintained a working knowledge of investment planning products and concepts such as mutual funds, model portfolios, target date funds, and investment diversification.• Notable Achievement: • Created a guidance manual for reviewing business valuations for both ESOP transactions and ongoing ESOPs based on various Settlement Agreements introduced by the Department of Labor. • The manual provided guidance in our approach to using best practices when setting the annual stock price for an ESOP and negotiating the sale price of the closely held business. • Selected by leadership as a member of the Trust Department’s ESOP and Trust Committees, contributing to strategic oversight and policy development.
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Wealth Management AdvisorThe Security National Bank Mar 2018 - Aug 2019Sioux City, Ia, Us•Managed administration, customer service, and design of qualified retirement plans, incorporating employee education and financial planning.•Reviewed complex estate planning documents such as trusts, wills, and POAs under senior management supervision.•Conducted meetings with Trust Advisors to discuss substantive issues regarding serving as Trustee or successor Trustee.•Provided Trustee and Custodial services for various IRAs, including Self-Directed, Roth, and SIMPLE IRAs.•Conducted annual reviews for full caseload of IRAs and 401(k) plans.•Engaged in daily communications with lawyers, executives, and other stakeholders.•Notable Achievements:o Oversaw Wealth Management Department services on a team responsible for managing approx. $3B in assets under management, spanning employee benefits and personal trust divisions.o Completed law school while maintaining a full-time workload, supported by employer sponsorship.o Promoted multiple times due to demonstrated results, wealth management expertise, and client engagement skills. -
Employee Benefits & Wealth Management AdvisorThe Security National Bank 2014 - Mar 2018Sioux City, Ia, Us
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Relationship ManagerThe Security National Bank 2011 - 2014Sioux City, Ia, Us
Theodore K. Boudreau, Jr. – Jd, Ll.B, Qka Education Details
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The University Of South Dakota Knudson School Of LawLaw -
University Of Missouri-Kansas City School Of LawLaw
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University Of Cape TownLaw
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Arizona State UniversityHistory
Frequently Asked Questions about Theodore K. Boudreau, Jr. – Jd, Ll.B, Qka
What company does Theodore K. Boudreau, Jr. – Jd, Ll.B, Qka work for?
Theodore K. Boudreau, Jr. – Jd, Ll.B, Qka works for Creative Planning Trust Company
What is Theodore K. Boudreau, Jr. – Jd, Ll.B, Qka's role at the current company?
Theodore K. Boudreau, Jr. – Jd, Ll.B, Qka's current role is Trust Officer.
What is Theodore K. Boudreau, Jr. – Jd, Ll.B, Qka's email address?
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Theodore K. Boudreau, Jr. – Jd, Ll.B, Qka's direct phone number is +171256*****
What schools did Theodore K. Boudreau, Jr. – Jd, Ll.B, Qka attend?
Theodore K. Boudreau, Jr. – Jd, Ll.B, Qka attended The University Of South Dakota Knudson School Of Law, University Of Missouri-Kansas City School Of Law, University Of Cape Town, Arizona State University.
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