Complimentary Seminar

Thursday, Dec. 9, at 10 a.m. at the
Charlotte State Bank & Trust - Murdock branch, 1100 Tamiami Trail, Port Charlotte



There are many forms- revocable, irrevocable, grantor retained, charitable, qualified personal residence, credit shelter, irrevocable life insurance, spendthrift, generation skipping, and testamentary trusts. The essential elements of each will be shared and the pros and cons revealed.

Register for this seminar by completing the form below.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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