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Cannon Estate Planning Teleconference: It’s Not All About Savings – How Trusts Can Impact Beneficiaries’ Lives

Tuesday, April 25 at 1:00 pm - 2:30 pm EDT

  • « Cannon Estate Planning Teleconference: Giving Income Tax Considerations in Estate Planning the Respect They Deserve
  • Cannon Estate Planning Teleconference: Opportunities and Obstacles Created by the Uniform Trust Code »
Trust Company Events Calendar Graphic Cannon Estate Planning Teleconference

A large segment of the estate planning industry has evolved from focusing primarily on estate tax deferral and minimization to non-tax planning. Today, many clients whose estates used to be in the category of taxable are now concentrating more on other matters, such as not making their children too rich too soon, protection of assets from claims of creditors and soon-to-be ex-spouses and selection of Trustees. During this session, we’ll review:

  • Outright bequests versus trusts with mandatory distributions versus lifetime trusts
  • Various discretionary distribution standard options
  • Effectiveness of spendthrift and wholly discretionary trusts
  • Designating appropriate initial and successor Trustees

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, April 25
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-how-trusts-can-impact-beneficiaries-lives-tickets-463733578617
  • « Cannon Estate Planning Teleconference: Giving Income Tax Considerations in Estate Planning the Respect They Deserve
  • Cannon Estate Planning Teleconference: Opportunities and Obstacles Created by the Uniform Trust Code »

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info@thetrust.com

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