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Cannon Estate Planning Teleconference: Trust Situs and Governing Law Considerations

Tuesday, September 23 at 1:00 pm - 2:30 pm EDT

  • « Cannon Estate Planning Teleconference: Balancing Income Tax Planning and Estate Tax Planning
  • Cannon Estate Planning Teleconference: Charitable Giving – Seeking the Perfect Match Between Donor and Donee »
Trust Company Events Calendar Graphic Cannon Estate Planning Teleconference

There’s a wide variety of trust laws among the states and the District of Columbia with their respective good and bad aspects – depending on one’s point of view. Estate planning professionals need to be cognizant of the fact that a trust’s situs and governing law, whether as originally established or later validly changed, will often have significant impact on how certain language in the trust instrument is interpreted, how the trust is administered and the extent to which the trust’s objectives are able to be achieved. This webinar will highlight:

  • The meaning of “situs” and “principal place of administration”
  • Specific results that may flow from a trust’s situs and its governing law
  • Selecting or determining a trust’s governing law and situs
  • Establishing a trust in or moving it to a target jurisdiction

 

Light snacks will be served beginning at 12:45 p.m. The teleconference is from 1-2:30 p.m. and is held onsite at The Trust Company of Tennessee.

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Details

Date:
Tuesday, September 23
Time:
1:00 pm - 2:30 pm EDT
Event Category:
Wealth Management
Website:
https://www.eventbrite.com/e/1109374883139?aff=oddtdtcreator

Organizer

The Trust Company of Tennessee

Venue

The Trust Company of Tennessee
4823 Old Kingston Pike, Suite 100
Knoxville, TN 37919 United States
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Phone
865-971-1902

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  • Trust Company Events Calendar Graphic Cannon Estate Planning Teleconference

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  • « Cannon Estate Planning Teleconference: Balancing Income Tax Planning and Estate Tax Planning
  • Cannon Estate Planning Teleconference: Charitable Giving – Seeking the Perfect Match Between Donor and Donee »

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