First National Bank of Mount Dora Florida

Karen L. Lee Fatt - New BCE Designee!
2010-4-29

La Jolla, CA, April 27, 2010 - The Institute of Business & Finance (IBF) recently awarded Karen L. Lee Fatt, Vice President & Trust Officer, of The First National Bank of Mount Dora, with the estate planning designation, BCE™ (Board Certified in Estate Planning™). This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program including three comprehensive exams and a written case study. BCE™ certification requires mastery of trusts, wills, probate, retirement benefits, ownership rules, disinheritance, pay-on-death accounts, insurance, spousal restrictions, special needs, conservatorships, and managing assets. Designee must adhere to the IBF Code of Ethics and IBF Standards of Practice as well as fulfill annual continuing education requirements.

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