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DTSTART;TZID=America/New_York:20220823T130000
DTEND;TZID=America/New_York:20220823T143000
DTSTAMP:20211122T175538Z
CREATED:20211122T175538Z
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SUMMARY:Cannon Estate Planning Teleconference: Compounding Complications in Charitable Giving
DESCRIPTION:Outside the context of outright gifts of cash to a public charity\, charitable giving can be complicated. Familiar examples of charitable giving techniques that can present challenges include charitable gift annuities\, split-interest charitable trusts\, farm or residence remainder interest gifts\, gifts of equity in a closely-held entity and IRA charitable rollovers. This teleconference will go beyond those familiar examples and explore additional areas that can be traps for the unwary\, including: \n\nEmerging Issues Surrounding Donor Advised Funds\nConservation Easements\nInternal Revenue Code Section 642(c) Deduction\nMismatch Between Gross Estate Inclusion and Charitable Deduction\n\nHosted 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. \nIf you are interested in attending virtually\, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com. \nAbout Cannon Estate Planning Teleconferences\nThe 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. \nProfessionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-compounding-complications-in-charitable-giving/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
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DTSTART;TZID=America/New_York:20220823T130000
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DTSTAMP:20211122T175538Z
CREATED:20211122T175538Z
LAST-MODIFIED:20211122T175538Z
UID:10000151-1661259600-1661265000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Compounding Complications in Charitable Giving
DESCRIPTION:Outside the context of outright gifts of cash to a public charity\, charitable giving can be complicated. Familiar examples of charitable giving techniques that can present challenges include charitable gift annuities\, split-interest charitable trusts\, farm or residence remainder interest gifts\, gifts of equity in a closely-held entity and IRA charitable rollovers. This teleconference will go beyond those familiar examples and explore additional areas that can be traps for the unwary\, including: \n\nEmerging Issues Surrounding Donor Advised Funds\nConservation Easements\nInternal Revenue Code Section 642(c) Deduction\nMismatch Between Gross Estate Inclusion and Charitable Deduction\n\nHosted 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. \nIf you are interested in attending virtually\, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com. \nAbout Cannon Estate Planning Teleconferences\nThe 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. \nProfessionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-compounding-complications-in-charitable-giving-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
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