Trustee Clients

CLIENTS

Corporate Trustee Clients & Strategic Partners

Androscoggin Savings Bank

Located in Lewiston, Maine

Contact Mary Leavitt

Outsources their insurance trust annual administration to ITM

http://www.androscogginbank.com

FirstMerit Bank

Located in Akron, Ohio

Contact Marcia Kendle

Outsources their insurance trust annual administration to ITM

http://www.firstmerit.com

First American Trust

Located in Santa Ana, California

Contact Brad Hixson

Outsources their insurance trust annual administration to ITM for all "stand-alone" accounts

http://www.firstam.com

First Lawyers Trust Company - Strategic Partner

Located in Sioux Falls, South Dakota with executive offices in St. Paul, Minnesota

Contact John Bultena

   Outsources all facets of insurance trust business to ITM which includes:
                *    Legal document review
                *    Account setup
                *    Pre-acceptance asset review
                *    Annual administration
                *    Remediation

   ITM strategic partner willing to serve as trustee for new or successor ILIT's cases (see strategic
        partner information)

http://www.firstlawyerstrust.com

SunTrust Bank, Inc

Located in Atlanta, Georgia

Contact William Wingfield

Outsources their insurance trust annual administration to ITM

http://www.suntrust.com

SunTrust Delaware & Teton Trust Company

Located in Wilmington, Delaware & Jackson, Wyoming

Contact JoEllen Ross

Outsources their insurance trust annual administration for GenSpring Family Office clients