Signature Sponsor Lunch-and-Learn: Pragmatic Solutions to an Estate Plan
Date: Thursday, January 27, 2022
Time: 12:00pm - 1:30pm
Location: Via Zoom
Speaker: Phil Fish, Sandy Spring Trust
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About the Program:
Learn strategies to help estate plans work effectively in today's challenging environment. The program will be an open discussion focusing on:
- Selection of fiduciaries;
- Preparation of fiduciaries;
- Title of assets
- Fiduciary management of assets;
- Incapacity planning;
- Estate settlement;
- Testamentary trusts
About the Speaker: Philip Fish, CFP® is the Estate Planning Specialist at Sandy Spring Trust, where he assists clients with transition planning, intergenerational wealth transfers, risk management, estate planning and professional asset management. He has been a financial professional for over 30 years. Mr. Fish is the host of two educational video libraries located at sandyspringbank.com and has worked for Sandy Spring Bank’s Trust Division for the past 21 years.
Logistics:
- There is no cost to participate.
- Connection and zoom registration details will be emailed just prior to the event.
Related Document(s):
