Kim Lacoste

About Kim Lacoste

Chief Trust and Client Officer and Experienced Senior Trust Officer who provides…

Experience

1. Senior Trust Officer with Mclane Middleton, Pa

   Mclane Middleton

   Mar 2022 — Present · Manchester, NH, US

   McLane, Middleton, PA works with grantors and beneficiaries, their fiduciary and advisors to coordinate and facilitate asset transfers, distributions, review tax documents, and provide financial planning, but focus solely on trust administration, ensuring that your plan and wishes are carried out. We work with a wide variety of grantor and non-grantor trusts, including: Self-Settled Asset Protection Trusts, Spousal Lifetime Access Trusts, Irrevocable Life Insurance Trusts, Grantor Retained Annuity Trusts, and Charitable Trusts. We focus on solely on unbundled “directed” and administrative trust services. We value our relationships with your financial advisor and are committed to an advisor-friendly approach. Kim LaCoste is a Senior Trust Officer and Manager of the Trust Administrators in the McLane Trust Services Group. She began her career in trust administration in 2003. Prior to joining McLane Middleton, PA, Kim was the VP & Trust Officer with NHTrust for five years and VP & Wealth Advisor with Charter Trust Company for thirteen years. In addition to Kim’s education listed in her profile, she also continually participates in education and trainings in trust administration, corporate structures, and management/ leadership to keep up-to-date and knowledgeable on related topics.

Education

• Boston University

  Certified Financial Planner

  2015 — 2017

• Keene State College

  Bachelor of Business Administration - BBA, Business Management

  1992 — 1996