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Estate Planning Basics for Human Resources and Benefits Managers

Bingham Greenebaum Doll LLP

Wednesday, June 27, 2012 from 11:30 AM to 1:00 PM (EDT)

Estate Planning Basics for Human Resources and Benefits...

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Estate Planning for Employees Lunch and Learn Ended Free  

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Event Details

Estate Planning Basics for Human Resources and Benefits Managers: Things you should know about naming beneficiaries of employer-provided life insurance and retirement benefits and powers of attorney.

 

Human resources and benefits managers are often the front line for information concerning employer-provided life insurance and retirement benefits.  Employees may look to you for advice on filling out the beneficiary designation forms or you may receive requests for information about named beneficiaries from people claiming to represent an employee under a power of attorney.  What are the potential consequences of naming children as beneficiaries of life insurance or retirement benefits?  How do you know whether you should release information to someone claiming to act on behalf of an employee? 

 

Join us at a lunch and learn session with Bingham Greenebaum Doll LLP Partner Christi Anderson, who will provide you with the basic estate planning information you need to answer these and other questions which may arise.  Christi will share examples of how these complex issues can impact you and your employees and will discuss, in a concise and easy to understand manner, how to identify these issues so you can better guide employees at your organization.

Have questions about Estate Planning Basics for Human Resources and Benefits Managers? Contact Bingham Greenebaum Doll LLP

When & Where


Bingham Greenebaum Doll LLP
2700 Market Tower
10 West Market Street
Indianapolis, IN 46204

Wednesday, June 27, 2012 from 11:30 AM to 1:00 PM (EDT)


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Organizer

Bingham Greenebaum Doll LLP

Bingham Greenebaum Doll LLP is a business law firm providing transactional, litigation and government services to clients across a variety of industries and business sectors. The firm also provides estate planning and other services to individuals and non-profits. BGD has served the legal and business needs of clients for more than a century; additional firm information is available at www.bgdlegal.com.

Disclaimer: The information expressed herein is solely attributable to each individual, and in no way reflects the opinion of any other individual or entity, including Bingham Greenebaum Doll LLP, nor constitutes legal advice. Nothing herein creates an attorney-client relationship without a formal engagement letter.

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