Recording - Basic Estate Planning and Estate Settlement - Fa18

Course Length
90 mins

Instructor
Jim Lethert

Price
$275.00

Description

Presenter: Jim Lethert, Attorney

This 90-minute program will be presented live on: September 19, 10:00-11:30 a.m. Central Time
Recording available through: December 19, 2018
Price: $275

 

Basic estate planning is something that most people don’t like to think about.  However, a well-informed banker should be aware of the basic essentials to be able to assist customers going through an estate settlement.   In addition, it’s something everyone should know and attend to personally.

 

Topics to be covered include:

  • The KEY component which controls all other aspects of estate planning
  • Beneficiary designations examples 
  • Probate
  • When is a will effective
  • Who has access to DDA funds
  • Existing durable powers of attorney
  • Estate taxes
  • Good record keeping
  • Variations on distributing tangible property, heirloom and sentimental assets

 

Target Audience: Trust department personnel, personal bankers with front-line customer contact, and anyone interested in learning more about estate planning

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