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DTSTART:20261110T164500Z
DTEND:20261110T180000Z
LOCATION:Tompkins Co. Free Public Library, 101 E. Green St., Ithaca
UID:3030120261110T164500ZWhen Beneficiary Designations Go Wrong: Probate vs. Non-Probate Assets
DTSTAMP:20260904T061032Z
DESCRIPTION:\nHeather is Vice President and Trust Officer II based in the Central New York market and is responsible for the administration of trusts.  Prior to joining Tompkins Financial Advisors, Heather worked as a Fiduciary Strategist for five-and-half years at Key Private Bank and as a Paralegal for 17 years at the Sugarman Law Firm, LLP.\n\nHeather is the immediate past president of the Board of Directors for the Estate Planning Council of Central New York and is a member of the Estate Planning Council of Tompkins County. \n\nHeather holds a BA in Paralegal Studies from Johnson & Wales University and was awarded the Certified Trust and Fiduciary Advisor (CTFA) designation through the ABA. She resides in the Syracuse, New York area with her husband and daughter.\n
SUMMARY:When Beneficiary Designations Go Wrong: Probate vs. Non-Probate Assets - Estate Planning Council of Tompkins County 
PRIORITY:3
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DESCRIPTION:Reminder
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