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Cannon Estate Planning Teleconference: Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals

Tuesday, December 13, 2022 at 1:00 pm - 2:30 pm EST

  • « Alliance for Better Nonprofits: Aligning Investments with Your Mission
  • SECURE Act 2.0: How This Affects Your Retirement Plan »
Trust Company Events Calendar Graphic Cannon Estate Planning Teleconference

The world of estate planning and trust administration is fraught with a variety of landmines, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law. In this teleconference, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention:

  • Duty to File Amended Tax Returns
  • Recognizing and Steering Clear of Tax Return Preparer Penalties
  • Hazards for a Lawyer in Representing Co-Trustees or a Trustee and Beneficiaries
  • Propriety of Seeking Releases from Beneficiaries When Making Distributions or Terminating Trust

Hosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. Socially distanced seating is available in our conference room for a limited number.

If you are interested in attending virtually, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com.

About Cannon Estate Planning Teleconferences

The industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients.

Professionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.

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Details

Date:
Tuesday, December 13, 2022
Time:
1:00 pm - 2:30 pm EST

Venue

The Trust Company of Tennessee
4823 Old Kingston Pike, Suite 100
Knoxville, TN 37919 United States
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Phone:
865-971-1902

Organizer

The Trust Company of Tennessee

Other

Registration:
https://www.eventbrite.com/e/214866229677
  • « Alliance for Better Nonprofits: Aligning Investments with Your Mission
  • SECURE Act 2.0: How This Affects Your Retirement Plan »

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info@thetrust.com

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