April 28, 2020 Stay Diligent – Security Communication
unfortunate, but scams and fraud are increasing and all of us need to be alert
both during and following the pandemic.
Scammers are becoming more and more creative and are preying on the
elderly, millennials, businesses, and
anyone else they can. At The Glenview Trust Company, we are focused
on your financial security and want you to be aware of an increased number of
scams and to approach them with caution.
can have data about you from multiple sources, including social media, so it’s
not unusual to get an unsolicited phone call or email that passes for a
legitimate communication. They know more
about you than you may suspect. There is
a new wave of scammers who are using clever tricks to take advantage of people.
They use a variety of methods such as
posing as the IRS or oﬀering to sell you phony Covid-19 test kits. With an online interaction or a phone call,
people tend to let their guard down. Here’s
an action plan for you to think through the next time you get an unsolicited
email or phone call:
Stop – Don’t automatically open any email and attachments, or answer any phone call. If you get a call from an unrecognized number, don’t answer. Wait and see if they leave a voicemail. If the email address is unfamiliar or the subject seems out of place don’t open it. If you do open an email that looks strange, never click on a link it might contain.
Think – Does the email or call make sense to you. Are you expecting an email or call from the sender?
Protect – Verify the sender. Once you open an email or pick up the phone, investigate what the person is asking you to do. If the communication seems suspicious, then call the individual or organization back using a phone number you already know.
Without verifying the
authenticity of an email or call, you should never do the following:
your social security, date of birth, or other personal information;
access to your home computer system;
your credit card number or bank information; or
THE GLENVIEW TRUST COMPANY ELECTS WILLIAM C. CARSTANJEN TO BOARD OF DIRECTORS
Appointment fills seat of the late David Jones, Sr.
LOUISVILLE, KY (January 22, 2020) – The Glenview Trust Company has elected William C. Carstanjen to its board of directors. He was elected unanimously by the members of the board on December 19, Carstanjen is currently CEO of Churchill Downs Inc.
Carstanjen brings professional experience from two international corporations with prominent presence in Louisville, GE and Churchill Downs Incorporated (CDI). At CDI, Carstanjen has led the company’s diversification strategy into online wagering on thoroughbred racing via TwinSpires.com and into regional casino gaming as well as helped lead the growth of the Oaks and Kentucky Derby events.
“We are pleased to welcome Bill as the newest director to The Glenview Trust Company board,” said board chair J. David Grissom. “Filling the seat left vacant by the death of David Jones, Sr. earlier this year was an important undertaking and we are fortunate to have Bill and the exceptional experience and perspective he brings to the board.”
Bill Carstanjen is the Chief Executive Officer of Churchill Downs Incorporated and a member of its board of directors. Prior to becoming the CEO in 2014, Carstanjen served as the President and Chief Operating Officer for several years. Carstanjen joined Churchill Downs in 2005 as the Executive Vice President, Chief Development Officer and General Counsel. Prior to joining Churchill Downs, Carstanjen was an executive with General Electric Company. Carstanjen began his career as an attorney in New York with Cravath, Swaine & Moore LLP.
Carstanjen joins the Glenview Trust board of directors that currently includes, Robert C. Ayotte, Tawana Edwards, Sandra Frazier, J. David Grissom, Ronald J. Murphy, W. Austin Musselman, Jr., Scott Neff, R. Alex Rankin and Leonard M. Spalding, Jr.
About The Glenview Trust Company The Glenview Trust Company is a state-chartered trust and investment company whose hallmarks are local leadership, shared management and unparalleled attention to client satisfaction.
Glenview is one of the largest independent trust companies in the Commonwealth with more than 600 client relationships and $15.7 billion in client assets under administration. The Company focuses on building enduring relationships with individuals and families by providing timely and unbiased advice that helps clients reach financial goals and achieve a more enriched life.
Stephanie L. Morgan-White passed the Certified Trust & Financial Advisor (CTFA) Exam in October 2019. Prior to sitting for the Exam, Stephanie completed three (3) years of ABA Trust School earning Certificates in Trust at the Advanced, Intermediate and Foundational Levels. She is now serving on the ABA Trust School Advisory Board. Stephanie joined The Glenview Trust Company as a Trust Professional in April 2016 following nineteen (19) years in the private practice of law and two (2) previous years with the Kentucky Court of Appeals.
Peggy Krug of Louisville, Ky., received the Alumna of the Year Award to honor the exceptional amount of time she has spent advancing WKU in her home community. A 1978 alumna and Lifetime Member of the WKU Alumni Association, Krug has served as Treasurer of the Greater Louisville Alumni Chapter and a member of the WKU Alumni Association Board of Directors, where she has chaired the Alumni Achievement Task Force and overseen the Hall of Distinguished Alumni selection process.
_______________________________________________________ M A K I N G A D I F F E R A N C E
THEN AND NOW Sherry Feldpausch fondly remembers when she first discovered KET. She was a young girl at Stanley Elementary in Owensboro. Her teacher, taking a break from the day’s regular activities, wheeled a television into the classroom, tuning it to KET. Sherry and her classmates delighted in what they saw: fun, educational programs that explored science and math and opened their eyes to the wonders of Kentucky and the world around them. “It was such a treat when we got to watch KET,” Sherry recalled. “It was the best part of the school day.” Today, she says she still gets the same joy when she tunes in to KET. “If you want to know and hear about Kentucky—and to really know what’s going on in your state—there’s no better way to find out about it than from KET,” said Sherry, a trust administrator with The Glenview Trust Company in Louisville. “There’s so much great programming that we love to watch.” The daughter of Western Kentucky farmers, Sherry said her family’s keen interest in public service rubbed off on her at a young age. So it’s fitting that Sherry says she’s drawn to KET’s public affairs programming, particularly Renee Shaw’s legislative and election coverage through programs such as Kentucky Tonight and Legislative Update. “Renee gives you the local perspective for Kentucky,” Sherry says. “And she does such a great job, giving you both parties’ perspectives in a straightforward way—it’s not vitriolic at all.” When Sunday comes around, she again looks forward to KET, where she can catch up on her favorite Masterpiece programs, such as Victoria and Poldark. Her parents and sister Peggy are likewise fans of the programs—and they’ve made a tradition of grabbing their phones and exchanging texts while they watch the dramas unfold, commenting on the various plot twists. “We love good stories—and the Masterpiece programs are all so well done,” Sherry says. “The costuming is terrific. The dialogue is great. And the characters just draw you in.” In the past, if she missed a Masterpiece program, she would simply wait until it aired again later in the week. But not anymore, thanks to KET Passport. With this member benefit that gives supporters expanded online access to thousands of PBS programs, she can watch programs she missed on her own schedule. “It’s been so liberating to have KET Passport,” Sherry adds. “It’s changed the way we watch, and it’s allowed us to revisit the shows we love, such as Downton Abbey.” Sherry said her passion for KET ultimately prompted her to take a larger role with the statewide public television station. Nearly a decade ago, she began serving on KET’s Greater Louisville Regional Fund Board, eventually becoming the board’s chair for three years and spearheading numerous fundraising events for the station, including the annual Spirits, Sparkles and Spurs event. “I think it’s important to find things that are interesting to you and worthy of your time,” Sherry says. “I enjoy KET and knew that funding was crucial and necessary. So being a part of that and helping out in any way I could was important to me.”
COMMITTEE OF THE YEAR INVESTMENT COMMITTEE Walter C. Koczot, Chair
The Investment Committee, chaired by Walter C. Koczot of the Glenview Trust Company, is responsible for overseeing the LBA’s investment account within guidelines established by the Board of Directors. Because of the committee’s diligence, the LBA has solid financial reserves.
Louisville Bar Briefs www.loubar.org
Members on The move
The University of Louisville Law Alumni Council presented Tawana Edwards, co-CEO and chief fiduciary officer at The Glenview Trust Company, the Lawrence Grauman Award. The award honors a lifetime record of leadership and service to the
profession and community. Edwards received her J.D. at the University of Louisville Brandeis School of Law and was honored as an Outstanding Law Alumnae in 1999. Edwards has more than 35 years of experience and expertise in all aspects of fiduciary law, including personal trusts, estate planning and trust and estate administration. Today, she is the co-chief executive officer, chief fiduciary officer and a member of the board of directors of The Glenview Trust Company. She is secretary of the corporation and has served as such since its inception in 2001.
Louisville Bar Briefs www.loubar.org
Scott was selected to be one of the 60 professionals that will be in the Leadership Louisville Class of 2018. His incredible journey is about to begin! The Leadership Class is a diverse group that will spend the next 10 months meeting decision makers and examining the issues that matter most to Louisville. The biggest advantage comes in the form of developing lifelong friendships and social resources, as they increase their influence to change and innovate the way we do business in Louisville.
You may have recently read or heard through local media reports that Glenview Trust has an option to purchase land near our current location on which we hope to build our future home. We want to let our Glenview family, including our clients know that we are in the very preliminary stages of the process, and if zoning changes and construction schedules go as planned, we anticipate the project being completed and our new offices opening sometime in 2021.