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

Central and Southwest, Fla., Oct. 15, 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 Crews Bank locations this November.

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 Trust Services Associate Linda Ferrara 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, November 4
•    Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda - Presented by Christine Hause
•    Gulf Cove branch, 12651 S. McCall Road, Port Charlotte - Presented by Kerry Hunter with Attorney Lori Wellbaum
•    Lakeland branch, 221 E. Main Street, Lakeland - Presented by Tim Birri

Tuesday, November 18
•    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
•    Sarasota branch, 15 S. Palm Ave., Sarasota - Presented by Kerry Hunter
•    Wauchula branch, 106 E. Main Street, Wauchula - Presented by Tim Birri

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, November 5
•    Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda - Presented by Christine Hause
•    Gulf Cove branch, 12651 S. McCall Road, Port Charlotte - Presented by Kerry Hunter
•    Lakeland branch, 221 E. Main Street, Lakeland - Presented by Tim Birri

Wednesday, November 19
•    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 with Attorney Ian MacLean
•    Wauchula branch, 106 East Main Street, Wauchula - Presented by Tim Birri

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, November 6
•    Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda- Presented by Christine Hause
•    Englewood Chamber, 601 S. Indiana Ave., Englewood- Presented by Kerry Hunter
•    Lakeland branch, 221 E. Main Street, Lakeland - Presented by Tim Birri
   
Thursday, November 20
•    Murdock branch, 1100 Tamiami Trail - 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
•    Wauchula branch, 106 East Main Street, Wauchula - Presented by Tim Birri

Photo: CHause, TBirri & KHunter.jpg

Christine Hause, Vice President and Senior Wealth Strategist, Tim Birri, Trust Officer, and Kerry Hunter, Wealth Strategist, will share valuable insights on estate planning at several Crews Bank locations this November.

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.

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