Cannon Estate Planning Teleconference: The Intersection of Exceptional Estate Planning and Bad Trust Administration
Tuesday, February 21, 2023 at 1:00 pm - 2:30 pm EST
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.