Happy Trust Company is proud to be the Title Sponsor of the inaugural North Texas Probate Bench Bar. Founded in 1908 as First State Bank, Happy, Texas, Happy State Bank and Trust Company has expanded into 36 branches throughout West Texas and the Dallas-Fort Worth Metroplex. It obtained trust powers in 2002 and maintains trust offices in Amarillo, Lubbock, Dallas and Fort Worth.
Its commitment to personal service to its clients is second to none.
Chris Klemme, J.D. Sr. Vice President/Sr. Trust Officer
16633 North Dallas Parkway, Ste. 350
Addison, Texas 75001
Whether you are setting up a trust, safekeeping account, private foundation, or arranging for estate management services, Bank of Texas offers the full range of fiduciary products in which we serve as the fiduciary or the agent for the fiduciary. Backed by the strength and stability of BOK Financial, a $38 billion regional financial services company that has been in the trust business since 1918, Bank of Texas provides high touch, personalized fiduciary services through an experienced and credentialed team of local experts. Not only do we serve a neutral third party personal representative for estates, we also administer all types of trust including revocable, irrevocable, charitable, court created or special needs, with the goal of maximizing tax savings, avoiding probate where possible, and protecting our client’s financial future.
Melissa Hill, CTFA
Vice President and Trust Officer
Texas Bank and Trust is pleased to continue its role as one of the very first supporters of the North Texas Probate Bench Bar. Located in fast-growing Collin County, our Wealth Management and Trust regional office provides comprehensive wealth planning and management services, as well as traditional fiduciary advice and administration. Our differentiators include: our flexibility; our exceptionally low account loads per officer; our independent, community bank focus (going back 4 generations of Texas ownership); and our officers’ combined experience (over 156 years in the DFW regional office alone). Through our vision, to create a better financial life for our customers and communities, we invite you to discuss how we can help your clients manage their financial lives and achieve their goals!
Gary Matesic, AEP®
SVP/West Regional Trust Manager
Texas Bank and Trust
5656 Main Street
Frisco, TX 75033
Frost Bank is honored to be a sponsor this year for the North Texas Bench Probate Bench Bar Conference. For more than 150 years, Frost Bank has served the people and communities of the great state of Texas. Frost started as a family owned mercantile store in San Antonio in 1868. Today, we are one of the 60 largest U.S. banks with more than $33 billion in overall assets and more than $36 billion in trust, advisory and brokerage assets supported with over 130 financial centers in Texas.
We look forward to partnering with you and your clients to meet their banking, investment and insurance needs.
Senior Vice President | Personal Trust, Business Development, N. Texas
Frost – Banking, Investments, Insurance
Senior Vice President | Frost Wealth Advisors
Cadence Bank has quickly grown to become a regional banking powerhouse with $17.9 billion in assets and 98 location across Texas, Alabama, Florida, Georgia, Mississippi and Tennessee. We pride ourselves in fostering a flexible, customized and responsive approach while maintaining a fierce focus on building long-lasting relationships. We are committed to helping our clients achieve financial security—as they define it. As a result, personal service is a hallmark of every relationship we develop.
Felix J. Meneses
SVP, Trust & Estates Executive
Cadence Bank – Trust & Asset Management
Marvelous Home Makeovers is an award-winning, boutique remodeling company in the Dallas/Fort Worth Area. Our approach and work is far from cookie-cutter. We take the time to get to know our clients and what their needs are, not just what they ask us to do. By looking at aesthetics and function together within the context of the full home we are able to deliver projects beyond a basic room facelift. It is our desire to create innovative designs and see them constructed with quality and dedication. Every client engagement is recognized for its uniqueness and special needs.
JLA Treasures/Signet Art
American Nat'l Bank of TX
Staubus & Randall LLP
Senior Living Specialists
CBIZ Valuation Group
Bourland, Wall & Wenzel, P.C
Caldwell, Bennett, Thomas, Toraason & Camp, PLLC
Ford + Bergner LLP
Holmes Firm PC
Jordan Flournoy LLP
Law Office of Darrin W. Stanton
Starr Law Firm, P.C.
Staubus Randall LLP
The Blum Firm, P.C.
Wolff Law, PLLC
Duffee + Ritzen
Happy State Bank
Bank of Texas
ReMax DFW Associates
Heritage Auctions--Title Sponsor
Bank of Texas
Bailes & Co., P.C.
Winkler Johnson Group, RBC Wealth Management Group
Catherine H. Goodman, PLLC