*Abbreviations under the "Available" column: A = Available // NA = Not Available // R = Previously Registered // WL = Currently on the Wait List

Basic Estate Planning

The course will cover three main topics: basic estate planning, tax planning, and estate administration and probate. The section on basic estate planning will cover wills, trusts, powers of attorney, and advance medical directives. Subjects to be covered include the requirements for an executed will, factors to consider in designing trusts, and how to choose an executor, trustee, guardian, or other agent. The tax planning section will be explored in two classes with an overview of the current estate and gift tax system and available credits and deductions. In addition, we will look at various techniques used by estate planners to minimize estate tax liability. The third section will explain the probate procedure in Virginia and discuss steps necessary to administer an estate.

Instructor Bio:

Suzanne Reed Bednar is a regional trust advisor for SunTrust Banks, Inc. Ms. Bednar’s areas of responsibility include fiduciary management of the client relationship, providing financial solutions, and mitigating the risk associated with fiduciary relationships. She earned her JD from UVA School of Law, an MS in health services administration from Gannon University, and a BS in psychology and political science from James Madison University. Before moving to SunTrust, Ms. Bednar spent 11 years practicing law at McGuireWoods LLP in the areas of estate planning, estate administration, and trust administration.

Course Number Instructor Dates Day Time Location Available
A27 Suzanne Bednar Oct 6, 13, 20, 27 Fr 9:30-11:00 a.m. Unity of Charlottesville WL

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