Fiduciary and Trust & Estate Banking: Is Your Bank Providing the Products and Services You Need?
Speaker
Alice Madrid Neumann
| Manufacturers Bank
Max Damm
| IntraFi Network
Join the Probate & Estate Planning and Probate Litigation Sections to take a look into Fiduciary and Trust & Estate Banking. What you don't know can hinder your efforts
The program will discuss:
-Banking solutions to help you and the Trustee reduce and eliminate uncertainties over the administration of the Trust or Estate.
-Increasing the value of the estate by reducing expenses.
-Maximizing FDIC insurance coverage.
-How to effectively partner with a specialized trust & estate banker to avoid delays and unforeseen pitfalls.
Case examples will be presented during the program and there will be time for Q&A.
1.0 CLE will be provided. 1.0 CLE Eligible towards Estate Planning, Trust & Probate Legal Specialization Credit
Free to MCBA members.
Laura Gibble and Paul Gruwell
Co-Chairs of the Probate & Estate Planning Section
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MCBA IS AN APPROVED PROVIDER AND CERTIFIES THAT THIS ACTIVITY HAS BEEN APPROVED FOR MINIMUM CONTINUING EDUCATION CREDIT BY THE STATE BAR OF CALIFORNIA IN THE AMOUNT OF 1.0 HOUR. ELIGIBLE TOWARDS Estate Planning, Trust & Probate Legal Specialization Credit.
1.0 CLE | General
Contact
Denise Belli | Email
Mee Mee Wong | Email