Wednesday, June 28, 2023
Via Zoom ONLY at 12:00pm
Join us to take a look into Fiduciary and Trust & Estate Banking. What you do not know can hinder your efforts.
This 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.
Please note that this is a virtual presentation only. There will be no in-person luncheon this month.
Speakers: Bryan Flores and Maximo Damm
Cost: Cost is $20 per person for members of the SMCBA Estate Planning Section and $30 for others. Cost includes 1.0 hour of General Law MCLE.
Registration and Information: Please click on the button above to register for this event. If you wish to pay by check, please still register online first and send your check payable to SMCBA, to 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note for which event you are paying and the name of the attendee.
Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. Please note that you’ll need to be logged into a Zoom account to join the webinar. The written materials for the webinar will be emailed to attendees the morning of the event.
Contact Info for this Event: For questions about this event, please email events@smcba.org.
Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.