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Cannon Estate Planning Teleconference: Giving Income Tax Considerations in Estate Planning the Respect They Deserve

Tuesday, March 21 at 1:00 pm - 2:30 pm EDT

  • « Cannon Estate Planning Teleconference: The Intersection of Exceptional Estate Planning and Bad Trust Administration
  • Cannon Estate Planning Teleconference: It’s Not All About Savings – How Trusts Can Impact Beneficiaries’ Lives »
Trust Company Events Calendar Graphic Cannon Estate Planning Teleconference

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:

  • Benefits and detriments of grantor versus nongrantor trusts
  • Miscellaneous income tax-related elections
  • Costs subject to the two-percent floor under IRC § 67(e)
  • State income tax considerations

Hosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m.

About Cannon Estate Planning Teleconferences

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.

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Details

Date:
Tuesday, March 21
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
Phone:
865-971-1902

Organizer

The Trust Company of Tennessee

Other

Registration:
https://www.eventbrite.com/e/cannon-giving-income-tax-considerations-the-respect-they-deserve-tickets-463729967817
  • « Cannon Estate Planning Teleconference: The Intersection of Exceptional Estate Planning and Bad Trust Administration
  • Cannon Estate Planning Teleconference: It’s Not All About Savings – How Trusts Can Impact Beneficiaries’ Lives »

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info@thetrust.com

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