Kerry Hunter Presents Estate-Planning Topics with Local Attorneys

Southwest, Fla., April 12, 2024 – Kerry Hunter, Wealth Strategist, will present vital information on estate-planning topics from a trust officer’s point of view in conjunction with local, guest attorneys at seminars during May at Venice in Englewood. Hunter is a member of the Trust and Wealth Management Services Division at Crews Bank & Trust.

Registration is available at any Crews Bank & Trust branch, online at www.crews.bank, via email at trust@crews.bank or by calling Trust Operations Associate Linda Ferrara at 941-624-1943. The topics for the seminars, dates, times and locations are:

Wills and Trusts: Creation and Funding

Learn the difference between a last will and testament and a revocable living trust, how each works, and how best to title assets and assign proper beneficiaries. Bring your questions and concerns as it relates to your estate.

Tuesday, May 7, 2024

- Venice branch, 207 S. Tamiami Trail, Venice, 10 a.m., presented with guest Attorney Jay Fahs of the Law Offices of Kanetsky, Moore & DeBoer

Tuesday, May 21, 2024

- Englewood Chamber of Commerce, 601 S. Indiana Avenue, Englewood, 10 a.m., presented with guest Attorney Lori Wellbaum of Wellbaum Law

Bond Risk and How to Avoid It

Are your “safe” assets actually the riskiest? Did they lose value more than expected when the market pulled back? Avoiding high yield (junk) bonds, Step-up notes, indexed annuities, and leveraged assets can allow your portfolio to hold its value in bull and bear markets. Learn how portfolio managers analyze and screen fixed income assets. If you have mutual funds, exchange traded funds or individual bonds, this presentation will help in many ways.

Wednesday, May 8, 2024

- Venice branch, 207 S. Tamiami Trail, Venice, 10 a.m., presented with Crews Bank & Trust Portfolio Manager, Chris Eckstrom, MBA

Benefits of Florida Residency

Considering being domiciled in Florida or have you moved here from another state to benefit fully from homestead law, no state income tax, and favorable estate planning codes? Will your out-of-state documents work in Florida as you had planned?

Thursday, May 9, 2024

- Venice branch, 207 S. Tamiami Trail, Venice, 10 a.m., presented with guest Attorney Ian MacLean of Stickley Law

Friday, May 17, 2024

- Englewood Chamber of Commerce, 601 S. Indiana Avenue, Englewood, 10 a.m., presented with guest Attorney Dean Hanewinckel of Dean Hanewinckel Law

Estate Planning Mistakes

"Oops" is not a word someone wants associated with their estate plans. This seminar will discuss the basics of estate planning, including last will and testament and power of attorney, and offer examples of real-life mistakes we can learn from and apply to our personal plans.

Wednesday, May 22, 2024

- Englewood Chamber of Commerce, 601 S. Indiana Avenue, Englewood, 10 a.m., presented with guest Attorney Leslie Lohn of the Law Office of Leslie Lohn, LLC.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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