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

Central and Southwest, Fla., November 12, 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 continuing their series of Trust seminars in December. 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:

Estate Planning 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 1

• North Port branch, 4300 Aidan Ln. - Presented by Christine Hause
• Venice branch, 207 S Tamiami Trail - Presented by Kerry Hunter & Attorney Jay Fahs
• Lake Placid branch, 102 E Interlake Blvd. - Presented by Tim Birri

Tuesday, December 8*

• Murdock branch, 1100 Tamiami Trail - Presented by Christine Hause
• Online via WebEx - Presented by Christine Hause - Link to attend will be emailed upon registration
• Englewood Chamber, 601 S Indiana Ave - Presented by Kerry Hunter & Attorney Lori Wellbaum
• Wauchula branch, 106 E Main Street - Presented by Tim Birri

Tuesday, December 15

• Punta Gorda branch, 2331 Tamiami Trail, - Presented by Christine Hause
• Sarasota branch, 15 S Palm Ave. - Presented by Kerry Hunter
• Lakeland branch, 221 E Main St. - Presented by Tim Birri

Value of Florida Residency and In-State Estate Plans

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, December 2

• North Port branch, 4300 Aidan Ln. - Presented by Christine Hause
• Sarasota branch, 15 S Palm Ave. - Presented by Kerry Hunter
• Lake Placid branch, 102 E Interlake Blvd. - Presented by Tim Birri

Wednesday, December 9*

• 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 Road - Presented by Kerry Hunter
• Wauchula branch, 106 E Main Street - Presented Tim Birri

Wednesday, December 16

• Punta Gorda branch, 2331 Tamiami Trail - Presented by Christine Hause
• Venice branch, 207 S Tamiami Trail - Presented by Kerry Hunter & Attorney Ian MacLean
• Lakeland branch, 221 E Main St. - Presented by Tim Birri

Building a Better Will or Trust Plan

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 3

• North Port branch, 4300 Aidan Ln. - Presented by Christine Hause
• Gulf Cove branch, 12651 S McCall Road - Presented by Kerry Hunter
• Lake Placid branch, 102 E Interlake Blvd. - Presented by Tim Birri

Thursday, December 10*

• 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 E Main Street - Presented by Tim Birri

Thursday, December 17

• Punta Gorda branch, 2331 Tamiami Trail - Presented by Christine Hause
• Gulf Cove branch, 12651 S McCall Road - Presented by Kerry Hunter & Attorney Lori Wellbaum
• Lakeland branch, 221 E Main St. - Presented by Tim Birri

Advanced Estate Planning with Celebrity Examples

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
  • AdventHealth Port Charlotte Conference Center, 2500 Harbor Blvd., Port Charlotte - Presented by Christine Hause and John Wright, Executive Director of AdventHealth Southwest Florida Foundation.

Learn about the 2027 Annual Gift Tax Exclusion, annual giving to family and charities, and more!

Tuesday, December 7 from 3:30 p.m.– 5:00 p.m.  

• AdventHealth Port Charlotte Conference Center, 2500 Harbor Blvd., Port Charlotte - Presented by Christine Hause and John Wright, Executive Director of AdventHealth Southwest Florida Foundation

Seminars are held from 10 to 11:30 a.m. unless otherwise noted. 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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