Skip to main content

The Trust Company of Tennessee - Live Confidently

Login
  • Home
  • About Us
    • Our Team
    • Community Support
  • Services
    • Wealth Management
    • Corporate Retirement
    • Personal Trust
    • Business Advisory Services
  • Careers
  • Contact Us
  • Events
  • News
Loading Events

« All Events

  • This event has passed.

Cannon Estate Planning Teleconference: The Intersection of Exceptional Estate Planning and Bad Trust Administration

Tuesday, February 21 at 1:00 pm - 2:30 pm EST

  • « Retirement Plan Academy: 2023 Investment Themes and Portfolio Changes
  • Cannon Estate Planning Teleconference: Giving Income Tax Considerations in Estate Planning the Respect They Deserve »
Trust Company Events Calendar Graphic Cannon Estate Planning Teleconference

It’s possible to have a superb estate plan in concept, including state-of-the-art estate planning documents, only to have defective fiduciary administration cause components of the plan to short circuit or, in some cases, cause the whole plan to explode in flames. The results may range from loss of expected tax status or benefits to diversion of trust assets. In this session, we’ll consider the importance of:

  • Following governing instrument mandates to the letter
  • Exercising dispositive and investment discretion with care and sensitivity
  • Designating fiduciaries with expertise, experience and integrity
  • A Trustee’s developing cooperative and informative relationships with beneficiaries

Registered participants will receive a link to join the virtual conference.

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.

  • Google Calendar
  • iCalendar
  • Outlook 365
  • Outlook Live

Details

Date:
Tuesday, February 21
Time:
1:00 pm - 2:30 pm EST

Venue

Virtual

Organizer

The Trust Company of Tennessee

Other

Registration:
https://www.eventbrite.com/e/cannon-exceptional-estate-planning-bad-trust-administration-tickets-463649667637
  • « Retirement Plan Academy: 2023 Investment Themes and Portfolio Changes
  • Cannon Estate Planning Teleconference: Giving Income Tax Considerations in Estate Planning the Respect They Deserve »

SIGN UP FOR UPDATES

Contact Us

(865) 971-1902
info@thetrust.com

Find a Location

Connect with us

Copyright © 2023 The Trust Company

By using this site, you are agreeing to the use of cookies to enhance your experience.AcceptReject
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT