Program Description:
Many of your bank clients may think estate planning is only for the wealthy. What they do not understand is that Estate Planning is crucial to the proper distribution of their assets according to their wishes after death. Successful estate planning transfers assets to their beneficiaries quickly and usually with minimal tax consequences.
What You Will Learn:
- What is estate planning?
- 4 major benefits your bank customers should know
- The Power of Attorney Form – what to look for
- What happens in probate
- Effects of joint ownership & community property
- How to minimize taxes on estates
Who Should Attend:
Personal bankers whose customers ask about estate planning or who request help in managing assets; new accounts personnel; and trust personnel.
Presenter:
James G. Lethert is an attorney who specializes in trust and estate planning. Mr. Lethert received his Juris Doctor degree from William Mitchell College of Law, has been an adjunct professor at the Hamline School of Law, and is a graduate of the Stonier Graduate School of Banking. He has taught for over 35 years at many legal and finance-related venues, including many programs for a variety of Center for Financial Training regions, the Midwest Trust Schools, the Madison Graduate School of Banking, Nebraska Bankers Association Trust Schools, and Kaplan Educational Resources.
Registration Information:
Fax or mail this registration form, or register online, by March 16, 2007. Make checks payable to Center for Financial Training (CFT). Withdrawals made prior to the registration deadline will receive a full refund or a credit toward a future CFT seminar. Withdrawals made after the registration deadline will not receive a refund or a credit. Substitutions may be made at any time. No-shows will be charged the full amount.
Download a Seminar Flyer
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