Tales from the Trenches (and Solutions for the Savvy)
Stories from when estate plans go from paper to practice
Speaker:
Jordan Summers
President and CEO
Credit Union Trust
Date/Time:
Tuesday, September 9th
12:00 pm to 1:00 pm
Location:
Virtual through Zoom
This presentation is approved for 1 CFP CE.
About the Presentation: Family drama, poorly drafted plans, and an ‘ignorance is bliss’ approach are some of the ways your clients’ best intentions can go astray.
Our discussion will focus on:
- Proactively identifying estate plan and administration red flags
- Accessing the resources that help you and your clients to successfully pivot
- Implementing solutions to increase peace of mind and your ability to successfully guide your clients through critical decisions
Topics include:
- Cottages
- Life insurance issues
- Personal property and real estate
- Business transition issues
- Challenging beneficiaries and/or family dynamics
- Protecting yourself and your clients
We’ll share some stories (and invite you to submit your own in advance), then discuss solutions that allow you to set aside the family drama with confidence and retain focus on investments.
What we'll cover:
- Real-world case studies on generational business transitions
- Fiduciary liability in today’s litigious environment
- Family governance and communication strategies for generational wealth transfer
- Estate planning strategies for personal property, real estate and other assets
- Understanding realistic expectations for what can be accomplished through estate planning
About the Speaker:
Prior to joining Credit Union Trust as President and CEO, Jordan Summers served as Chief Fiduciary Officer and Market President for a Michigan-based regional bank.
He is focused on leveraging the strong foundation that is in place and contributing to Credit Union Trust’s exponential growth in the coming years.
Summers is actively involved in both estate planning and Michigan community organizations. A licensed attorney, he currently serves on the MBA Trust Executive and Trust Counsel Committees. He also serves on the board of the Midland Business Alliance, the Chippewa Nature Center and the Memorial Presbyterian Church Legacy Foundation. He formerly served on the board of the Northeastern Michigan Estate Planning Council and the Midland County Educational Services Agency.
Summers received his BBA from Northwood University, his MBA from the DeVos Graduate School at Northwood University, and his JD from Wayne State University
