Demystifying the Estate Planning Process
Presenter: Robert Constantine, JD, MBA
Director of planned giving at RIT
Webinar Date: 09-02-2015
Tiger Webinars Home

Demystifying the Estate Planning Process

Planning for your family's future is one of the most important things you can do for them, but most people seldom think about estate planning and not enough actually get started on the process before they really need to. For peace of mind and for the security of your family's future, estate planning is something all of us need to get done.

In this webinar you will learn about:

- the mechanics of a typical estate plan;
- how the process actually works;
- what you need to do and information you need to gather as you get ready to start your estate planning;
- the roles that your advisors, attorney, and other professionals may have in the process;
- questions to ask before engaging an estate lawyer or financial consultant;
- costs involved;
- and, the important issues you should consider as you move through the estate planning process.
Robert Constantine, JD, MBA
Robert Constantine, JD, MBA / Director of planned giving at RIT
Prior to joining the RIT Division of Development and Alumni Relations in January, 2011, Robert practiced law for over 25 years in Buffalo as a partner with Damon & Morey LLP (now Barclay & Damon), limiting his practice to trust and estate and charitable gift planning, focusing on families, business executives, and medical and other professionals. Robert is an elected Fellow of the American College of Trust and Estate Counsel. He was admitted to practice in both New York State and Florida.

Robert moved to the financial services field where he was a First Vice President with HSBC Private Bank and served as Regional Head of the Personal Trust business in upstate New York from 2003 to 2010.

He is a graduate of the University of Pennsylvania (BA) and State University of New York at Buffalo (JD, MBA).

Webinar Resources:
Commonly Used Estate Terms: https://www.rit.edu/alumni/media/email/Webinars/EstatePlanning/Commonly_Used_Estate_Terms.pdf
Questions When Interviewing for Estate Planning Attorney: https://www.rit.edu/alumni/media/email/Webinars/EstatePlanning/Questions_When_Interviewing_for_EP_Attorney.pdf
Estate Planning Preparation Worksheet: https://www.rit.edu/alumni/media/email/Webinars/EstatePlanning/Estate_Planning_Preparation_Worksheet.doc