When Your Trust Names M&I Bank

Are you one of the many people in southwestern Wisconsin that has M&I Bank and our Trust Company named in your will or trust? If so, it is time to pull out your documents and determine if that nomination language covers organization's new name. On July 1 the acquisition of M&I by BMO (Bank of Montreal) became final. Making minor changes to your documents now, assuming they are not flexible (i.e. assumed a name change down the road), is far easier than having a headache down the road.

As always, consult with your attorney to ensure you obtain accurate legal information. This blog is not intended to distribute legal advice.