The current tax and estate planning environment requires particular attention to income tax issues that arise in formulating an efficient and effective estate plan as well as in trust and estate administration. Estate planning professionals need to have expertise not only in designing a plan that can minimize trust-level income taxes and achieve estate tax-free basis step-up at a trust beneficiary’s death but also in the following areas, which will be covered in this teleconference:
Hosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m.
Cannon Estate Planning Teleconference Series is a teleconference on Wealth Management and Estate Planning topics.
The industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials.