Common Mistakes in Estate Planning

Estate planning is an important process that ensures a person’s wishes are carried out after death and during incapacitation. A thorough estate plan often consists of several documents designed to accomplish a variety of goals. While an estate plan may be unique to the individual, there are common mistakes that sometimes occur. During this presentation, we will share some common estate planning pitfalls and discuss steps you can take to create an estate plan that will provide peace of mind for you and your family.

Presented by Chris Watkins, JD, Vice President and Relationship Manager

Chris has worked in private practice as an attorney for over 20 years, representing and advising individuals and businesses in matters involving estate planning, corporate law, contracts, and business transactions.
Chris’s primary role at Central Trust Company is to provide guidance and expertise to clients in matters concerning estate planning, trust administration, wealth management, and business succession planning.

And John Bailey, CFP, Senior Vice President and Wealth Management Advisor

John began his financial services career in Columbia, Missouri, in 1996. His primary role with Central Trust is to develop relationships with potential clients and match client investment and estate planning needs with the expert services of Central Trust.

Pre-registration and payment (via credit card (PayPal Guest Checkout,) PayPal Account, Venmo bank transfer) for the breakfast and Zoom webinar must be received by Tuesday, noon, September 26, 2023. If you have paid for the in-person breakfast and find that you are unable to attend, you may watch the webinar via the Zoom link. However you must request access to the link by contacting the president at Deank@missouri.edu no later than the day prior to the breakfast.

8:00 – 9:30 a.m. for in-person breakfast at the Country Club of Missouri on Forum Blvd:

8:30 – 9:30 a.m. the Zoom webinar:

President’s Message regarding price increase:  Last year we were able to hold the line on the cost of our breakfast sessions, but we were notified that cost per attendee will go up by $2.50 ($17.50 total). Therefore, we have no choice but to pass this on to those of you who attend. The Board approved this change reluctantly and only for one year in the hope that we can find additional sponsors that would enable us to reduce the cost to you. As you know, a portion of the breakfast is already subsidized by Central Bank and Trust.