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DTSTART:20140225T173000Z
DTEND:20140225T193000Z
LOCATION:Kish Bank
UID:1030620140225T173000ZFixing The Broken Estate Plan
DTSTAMP:20260507T221005Z
DESCRIPTION:\n~~\n \n2014 Kish Bank Wealth Management Estate Planning Teleconference Series\n Sponsored by the Cannon Financial Institute\n \n \n \n\n “Fixing a Broken Estate Plan”\n February 25th, 2014 – 12:30pm ET\n \nMany clients, whether they are trust settlors, beneficiaries or fiduciaries, seek to modify or\n eliminate components of estate plans once thought to be desirable. Estate planning\n professionals need to know the menu of options available and make judgments about which\n options are available, from both a technical and a practical perspective, in a given context.\n \nThese options include the following:\n • Disclaimers\n • Decanting\n • Judicial and non-judicial settlements\n • Constructions, reformations and rescissions\n • UTC-style modifications\n \nWe hope that you will join us for this program. Please RSVP to me by Friday, February 21, for lunch & material planning purposes.\n \n\n Daniel Keane, CTFA, AEP\n VP, Wealth Management Advisor & Trust Officer\n  \n O# 814.861.4660 x8277 | F# 814.861.5675 | C# 814.380.4405\ndaniel.keane@kishbank.com | www.kishbank.com\n 2610 Green Tech Drive, State College, PA 16803\n
SUMMARY:Fixing The Broken Estate Plan - Centre Region Estate Planning Council 
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