Video of the Estate Planning Webinar

Video of the Estate Planning Webinar

Thank you for participating in the estate planning webinar, and for those who were unable to participate, you can find the video of the seminar below.

On Thursday, September 16 at 12 noon, a virtual seminar of the IDB Global Credit Union was held in conjunction with the IDB Retirees Association in which information was provided on wills, trusts, estate planning, how to avoid the succession process and much more. The seminar also provided the knowledge and tools necessary to develop a succession plan.

The seminar was given by the lawyer Nicholas M. Fobe, from Verstegen & Fobe and by André Sandoval, branch manager of the IDB Global Credit Union and touched on the following topics:

  • Establishing a Trust Account
  • Complex & Simple Wills
  • Beneficiary Designations – Payable on Death
  • Living Wills
  • Funding of Trusts
  • Trust & Estate Administration
  • Transfer of Assets/Properties
  • Asset Equalization
  • Power of Attorney
  • Dealing with Foreign Assets
  • Minimizing Estate Administration Costs
  • Estate & Gift Tax Planning
  • And more!

Mr. Fobe of VERSTEGEN & FOBE specializes exclusively on estate planning, estate administration, and estate and gift taxation. Trust Administration is part of the services his firm offers.