Crews Bank & Trust Offers Free Estate-Planning Seminars in December

Central and Southwest, Fla., Nov. 13, 2025 - Christine Hause, Vice President and Senior Wealth Strategist, Tim Birri, Trust Officer, and Kerry Hunter, Wealth Strategist—trusted, local experts from the Trust and Wealth Management Services Division at Crews Bank & Trust—will share valuable insights on estate planning at several locations this December.

Seminars run from 10 to 11:30 a.m. While seminars are free, registration is required to ensure a seat. Registration is available at any Crews Bank & Trust branch office, online at www.crews.bank, via email at trust@crews.bank or by calling a Trust Services Associate at 941-624-1988.

The topics for the seminars, dates and locations are:

Estate Plan Essentials

Learn the fundamentals of a last will and testament, power of attorney, and health care directives, as well as the pitfalls to avoid, with account titles and beneficiary designations. Probate avoidance, proper administration, and cost reduction will also be covered.

Tuesday, December 2

• North Port branch, 4300 Aidan Lane - Presented by Christine Hause
• Venice branch, 207 S. Tamiami Trail - Presented by Kerry Hunter
• Sebring branch, 1385 US Highway 27 South - Presented by Tim Birri

Tuesday, December 9

• Murdock branch, 1100 Tamiami Trail, Port Charlotte - Presented by Christine Hause
• Online via WebEx - Presented by Christine Hause - Link to attend will be emailed upon registration
• Gulf Cove branch, 12651 S. McCall Rd, Port Charlotte - Presented by Kerry Hunter with Attorney Lori Wellbaum
• Lake Placid branch, 102 East Interlake Blvd. - Presented by Tim Birri

Tuesday, December 16

• Punta Gorda branch, 2331 Tamiami Trail - Presented by Christine Hause
• Sarasota branch, 15 S. Palm Ave. - Presented by Kerry Hunter

Value of Florida Residency

Explore the benefits of homestead laws, favorable tax, and estate planning codes. Discussion includes common problems with out-of-state documents, outlining the steps to becoming a Floridian, and sharing helpful tips.

Wednesday, December 3

• North Port branch, 4300 Aidan Lane - Presented by Christine Hause
• Englewood Chamber, 601 S. Indiana Ave. - Presented by Kerry Hunter
• Sebring branch, 1385 US Highway 27 South - Presented by Tim Birri

Wednesday, December 10

• Murdock branch, 1100 Tamiami Trail, Port Charlotte - Presented by Christine Hause
• Online via WebEx - Presented by Christine Hause - Link to attend will be emailed upon registration
• Venice branch, 207 S. Tamiami Trail - Presented by Kerry Hunter 
• Lake Placid branch, 102 East Interlake Blvd. - Presented by Tim Birri

• Punta Gorda branch, 2331 Tamiami Trail - Presented by Christine Hause

Will vs. Trust

Discover the key differences between wills and trusts, including the administration, costs, and the advantages and disadvantages of each. Learn best practices for handling IRAs, real estate, investments, and personal property to make the best choice for yourself and your loved ones.

Thursday, December 4

• North Port branch, 4300 Aidan Lane - Presented by Christine Hause
• Sarasota branch, 15 S. Palm Ave. - Presented by Kerry Hunter
• Sebring branch, 1385 US Highway 27 South - Presented by Tim Birri

  Thursday, December 11

• Murdock branch, 1100 Tamiami Trail - Presented by Christine Hause
• Online via WebEx - Presented by Christine Hause - Link to attend will be emailed upon registration
• Gulf Cove branch, 12651 S. McCall Rd., Port Charlotte - Presented by Kerry Hunter
• Lake Placid branch, 102 East Interlake Blvd. - Presented by Tim Birri

Thursday, December 18

• Punta Gorda branch, 2331 Tamiami Trail - Presented by Christine Hause
• Englewood Chamber, 601 S. Indiana Ave. - Presented by Kerry Hunter

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Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.