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At a glance

Discipline: Trust Officer
Designations: —
Firm: Exchange Bank
Website: exchangebank.com (opens in a new tab)
Located: Santa Rosa

John Mackey

Trust Officer

Exchange Bank — Santa Rosa

Practice

I manage the trust and investment department for Exchange Bank

Areas of work

Administering estates and trusts
Analyzing proposed transactions for estate and gift tax implications
Charitable gift planning
Developing plans to conserve assets during lifetime and at death
Probating wills and administering estates
Retirement distribution planning
Succession planning

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.