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Cannon Estate Planning Teleconference: Compounding Complications in Charitable Giving

Tuesday, August 23, 2022 at 1:00 pm - 2:30 pm EDT

  • « Retirement Plan Academy: Are Your 401(k) Plan Fees Competitive?
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Trust Company Events Calendar Graphic Cannon Estate Planning Teleconference

Outside the context of outright gifts of cash to a public charity, charitable giving can be complicated. Familiar examples of charitable giving techniques that can present challenges include charitable gift annuities, split-interest charitable trusts, farm or residence remainder interest gifts, gifts of equity in a closely-held entity and IRA charitable rollovers. This teleconference will go beyond those familiar examples and explore additional areas that can be traps for the unwary, including:

  • Emerging Issues Surrounding Donor Advised Funds
  • Conservation Easements
  • Internal Revenue Code Section 642(c) Deduction
  • Mismatch Between Gross Estate Inclusion and Charitable Deduction

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, August 23, 2022
Time:
1:00 pm - 2:30 pm EDT

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/214865056167
  • « Retirement Plan Academy: Are Your 401(k) Plan Fees Competitive?
  • Retirement Plan Academy: The Suitability of Cryptocurrency in 401(k) Plans »

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