Jeffrey G. Klein, Vice President/
Trust Counsel

jklein@indtrust.com

Mr. Klein has over 11 years experience in the trust profession, as well as three years legal experience in estate planning and advising closely-held corporations. He is primarily responsible for providing expertise and service to Indiana Trust Company's individual and retirement plan clients. Prior to joining Indiana Trust Company in 1999, he served as a Vice President and Trust Officer at a regional bank, where he was responsible for account administration. Mr. Klein has a B.A. from Rockhurst College, as well as a J.D. from the University of North Dakota Law School. He is an honors graduate of the National Graduate Trust School, and an attendee of the 34th Annual Advanced ALI-ABA Estate Planning in Depth Program, held at the University of Wisconsin, Madison.

Locally, Mr. Klein is an active member of Leadership, sponsored by the Chamber of Commerce of St. Joseph County, as well as the Kiwanis Club and Knights of Columbus. Mr. Klein earned the Certified Fiduciary & Investment Risk Specialist designation in 2006.

 

 

 

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