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Cannon Estate Planning Teleconference: Mechanics and Strategies for Resolving Trust Disputes

Tuesday, September 20, 2022 at 1:00 pm - 2:30 pm EDT

  • « Retirement Plan Academy: The Suitability of Cryptocurrency in 401(k) Plans
  • Retirement Plan Academy: Who Are You Calling a Fiduciary? »
Trust Company Events Calendar Graphic Cannon Estate Planning Teleconference

A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This teleconference will focus on the following:

  • Using Virtual Representation
  • Beneficiary Waivers, Consents and Releases
  • Trust Modifications, Premature Terminations and Decanting
  • Identifying and Avoiding Adverse Tax Consequences in Settling Trust Disputes

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, September 20, 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/214865467397
  • « Retirement Plan Academy: The Suitability of Cryptocurrency in 401(k) Plans
  • Retirement Plan Academy: Who Are You Calling a Fiduciary? »

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info@thetrust.com

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