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Cannon Estate Planning Teleconference: Best Designs for the Exercise of Discretion by a Trustee

Tuesday, February 22, 2022 at 1:00 pm - 2:30 pm EST

  • « Retirement Plan Academy: Keep Your 401(k) Safe: Cybersecurity Best Practices
  • Retirement Plan Academy: 2022 Investment Themes and Portfolio Changes »
Trust Company Events Calendar Graphic Cannon Estate Planning Teleconference

The heart of trust administration is the Trustee’s thoughtful exercise of discretion. Clients and their estate planners rely heavily on the core concept that Trustees will follow carefully applicable trust law and parameters established in the governing instrument in making subjective decisions that will promote the best interests of the beneficiaries. In this teleconference, we will examine various options for conferring fiduciary discretion consistent with the client’s objectives and good practice, including the following:

  • Designing Discretionary Distribution Language
  • Incentive Trust Approaches
  • Language That Confers Appropriate Investment Flexibility on the Trustee
  • Drafting and Defending Reliance on Exculpatory Clauses

To ensure the health and safety of all participants, the Cannon Estate Planning Series will be offered VIRTUALLY ONLY.

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, February 22, 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
+ Google Map
Phone:
865-971-1902

Organizer

The Trust Company of Tennessee

Other

Registration:
https://www.eventbrite.com/e/214858316007
  • « Retirement Plan Academy: Keep Your 401(k) Safe: Cybersecurity Best Practices
  • Retirement Plan Academy: 2022 Investment Themes and Portfolio Changes »

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info@thetrust.com

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