Lindie L. Banks v. Northern Trust Corporation

I. Factual and Procedural Background1

A. The Parties Northern is a financial services company that was founded in 1889 and is a wholly owned subsidiary of NT Corp. Northern provides asset services, fund administration, asset management, fiduciary, and banking solutions for corporations, institutions, families, and individuals. Northern 1 To the extent any of these facts are disputed, they are not material to the disposition of this motion. In addition, to the extent that the Court has relied on evidence to which the parties have objected, the Court has considered and overruled those objections. As to the remaining objections, the Court finds that it is unnecessary to rule on those objections because the disputed evidence was not relied on by the Court. services client assets through its Wealth Management business, which provides investment management, philanthropic, and other services to individuals, families, business owners, professionals, retirees, and privately held businesses. Northern serves as trustee for nearly 30,000 unique trusts in the United States. In this role, Northern carries out varying trust terms and performs accounting, reporting, investment…