Cannon Estate Planning Teleconference: Legitimate and Effective Asset Protection Planning
October 25, 2022 at 1:00 pm - 2:30 pm EDT
Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children. Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation. Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection. This teleconference will focus on the following:
- Avoiding Fraudulent or Voidable Transfers
- Using Tenancy by the Entireties Form of Ownership
- Protected Status of Qualified Retirement Plans, IRAs and Life Insurance
- Trusts, Including Self-Settled Trusts, Certain Joint Trusts and Third Party-Settled Trusts
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 firstname.lastname@example.org.
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.