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DTSTART:20190515T203000Z
DTEND:20190515T223000Z
LOCATION:Foxdale Village, State College
UID:1772220190515T203000ZFamily Involvement in Estate Planning: Three Key Elements
DTSTAMP:20260622T023720Z
DESCRIPTION:\nPROGRAM SPONSOR\n \n \n \nWhat are some of the most important elements planners might consider when thinking about engaging family members in planning?\n \nA team of panelists will focus on three areas:\n \n1. When to involve children in the estate planning process and when to share financial information;\n \n2. Power of Attorney preparation and implementation;\n \n3. Postmortem communication of something outside of the scope of the estate planning documents (such as the rationale behind how assets are to be distributed and what considerations the decedent would like the beneficiaries to keep in mind as they determine how to use their inheritance).\n \nPanel members:\n     Sophie Penney, President, i5 Fundraising     Bob McMinn, EVP & General Counsel, Kish Bank     Andrew Naugle, Administrator, Centre Crest \nWednesday, May 15 from 4:30pm - 6:30pm\n     Program from 4:30pm - 5:30pm     Networking Reception from 5:30pm - 6:30pm \nFoxdale Village\n 500 E. Marylyn Ave.\n State College, PA 16801\n \nMembers of CREPC attend at no cost.  Guests may purchase tickets at the door for $20.\n \n1 CLE credit will be available thanks to the Centre County Bar Association. CCBA members can attend this program free of charge.\n \nPlease RSVP to Larry Mroz, CREPC Treasurer, at laurence.mroz@pnc.com.\n \n \n
SUMMARY:Family Involvement in Estate Planning: Three Key Elements - Centre Region Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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