When:
March 15, 2022 @ 3:00 pm – 5:00 pm
2022-03-15T15:00:00-04:00
2022-03-15T17:00:00-04:00
Where:
Perry Hotel, Reycraft Room
100 Lewis St
Petoskey
MI 49770
100 Lewis St
Petoskey
MI 49770
Contact:
Jeanna Post
Estate Planning and Bequest Administration 101
March 15, 2022
Presented by: Steve Cross, Wealth Management Advisor, Fifth Third Private Bank
Your nonprofit doesn’t need to be at all involved with the arrangements for someone to leave you a gift in a will or similar device. However, you should know how to encourage bequests and, how to manage such a gift once you’ve been made aware of one. Steve Cross, Wealth Management Advisor for Fifth Third Private Bank began his career as a private practice attorney specializing in Estate Planning. Steve will share the basics of estate planning and he’ll help you understand how to navigate the estate settlement process from a nonprofit standpoint.
The program will begin at 3:15 p.m. and last approximately 1 hour. Happy Hour and Networking to follow in the Lobby Bar.
Steve Cross, Wealth Management Advisor, Fifth Third Private Bank
Steve Cross works with his clients to develop solutions in the areas of wealth planning, investment management, estate planning/settlement, trust services and risk management. Steve began his career as a private practice attorney specializing in Estate Planning and Real Estate law.
Steve grew up in Petoskey and, after spending many years away, he returned home and made Petoskey his permanent home with his wife, Amy, and their four children. He is a passionate volunteer and serves on a number of nonprofit boards throughout northern Michigan.