Fixing The Broken Estate Plan

Date: Tuesday, February 25, 2014
Time: 12:30pm - 2:30pm
Location: Kish Bank

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2014 Kish Bank Wealth Management Estate Planning Teleconference Series
Sponsored by the Cannon Financial Institute

 


“Fixing a Broken Estate Plan”
February 25th, 2014 – 12:30pm ET

Many clients, whether they are trust settlors, beneficiaries or fiduciaries, seek to modify or
eliminate components of estate plans once thought to be desirable. Estate planning
professionals need to know the menu of options available and make judgments about which
options are available, from both a technical and a practical perspective, in a given context.

These options include the following:
• Disclaimers
• Decanting
• Judicial and non-judicial settlements
• Constructions, reformations and rescissions
• UTC-style modifications

We hope that you will join us for this program. Please RSVP to me by Friday, February 21, for lunch & material planning purposes.


Daniel Keane, CTFA, AEP
VP, Wealth Management Advisor & Trust Officer
 
O# 814.861.4660 x8277 | F# 814.861.5675 | C# 814.380.4405
daniel.keane@kishbank.com | www.kishbank.com
2610 Green Tech Drive, State College, PA 16803

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