Continuing Education Seminar | Wednesday, December 19 | 8:30 a.m. - 11:30 a.m. | Legacy Foundation, 370 E. 84th Drive, Suite 100, Merrillville, IN

 

 

Legacy Foundation

 

MEETING YOUR CLIENTS’ ESTATE PLANNING GOALS WITH BENEFICIARY DESIGNATIONS

Course Description

Alongside wills and trusts, beneficiary designations are becoming increasingly popular as part of a complete estate plan. Today, a variety of assets can be transferred through a simple designation form, including bank accounts, stocks, bonds, retirement accounts, life insurance policies, commercial annuities and, in Indiana, even land, vehicles and boats. While the process seems fairly straightforward, problems can arise and mistakes can be made when individuals execute these forms without a complete understanding of how they operate.

This session will explain the different types of beneficiary designation forms, provide basic information as to how they operate and explain how they can be used to achieve specific goals. Then, we will move on and discuss the most common beneficiary designation mistakes and how to avoid them. The ethics portion will include an overview of ethical decision-making followed by a detailed discussion of one and, if time permits, two fact situations.

 

Credit Hours

2.5 (including 1 hour of ethics) pending approval from the Indiana Commission for Continuing Legal Education and the Indiana Department of Insurance 

 

Course led by Calvin Bellamy

Cal Bellamy, former CEO and Chairman of Bank Calumet and Bank Calumet, Inc., is a Partner within Krieg DeVault's Financial Institutions, Estate Planning and Business Practice Groups. Mr. Bellamy received a Bachelor of Arts degree with highest distinction from Indiana University and received his law degree, cum laude, from the University of Michigan Law School where he was inducted into the Order of the Coif. He has also written numerous articles on constitutional law, business succession planning and banking issues.

 

Date: Wednesday, December 19

Time: 8:30 a.m. - 11:30 a.m.

Location: Legacy Foundation, 370 E. 84th Drive, Suite 100, Merrillville, IN

Cost: Free



Start Date :
2018-12-19 8:30 AM
End Date & Time :
2018-12-19 11:30 AM

Booking Start Date :
2018-11-29
Booking End Date :
2018-12-18
 

Loading Map
Event Location : Legacy Foundation Inc, 370 E. 84th Drive, Merrillville, IN, USA

 


Title Price Available
Continuing Education Seminar for Professional Advisors  $  0.00 12/24