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Estate Planning Basics for Human Resources and Benefits Managers

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.

Register online:


Bingham Greenebaum Doll LLP

2700 Market Tower

10 West Market Street

Indianapolis, Indiana 46204

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