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

Central and Southwest, Fla., October 28, 2026 - 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—are offering a series of three new seminars in November. They will share their experience from a Trust Officer’s perspective to help you plan the future with confidence. You will gain valuable insights to support your financial goals and provide for your loved ones.

The topics for the seminars, dates and locations are:

Building a Better Estate Plan

Top 10 tips from a trust officer’s perspective including revocable trusts, probate avoidance and best practices for IRAs. Review the various strategies for safely and efficiently passing wealth to the next generation and/or charities. Review the advantages of a trust during your lifetime and for your heirs.

Friday, November 6

• • Punta Gorda Isles Civic Association, 2001 Shreve Street, Punta Gorda - Presented by Christine Hause

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 17

• • 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 & Lori Wellbaum
  • Sebring branch, 1385 US Highway 27 S, Sebring - Presented by Tim Birri

Explore the benefits of Florida’s homestead laws and favorable tax and estate planning codes. Learn about common challenges involving out-of-state documents and administrators, the steps to establish Florida residency and helpful estate planning strategies.

Wednesday, November 18

• • Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda - Presented by Christine Hause
  • Venice branch, 207 S Tamiami Trail, Venice - Presented by Kerry Hunter & Ian MacLean
  • Sebring branch, 1385 US Highway 27 S, Sebring - Presented by Tim Birri

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 19

• • Sarasota branch, 15 S Ave., Sarasota - Presented by Kerry Hunter
  • Punta Gorda branch, 2331 Tamiami Trail, Punta Gorda - Presented by Christine Hause
  • Sebring branch, 1385 US Highway 27 S, Sebring - Presented by Tim Birri

Explores techniques and tools to protect spouses, children and loved ones in remarriage situations. Pet planning will also be discussed.

Friday, December 4

• Punta Gorda Isles Civic Association, 2001 Shreve St., Punta Gorda - Presented by Christine Hause

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

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