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DTSTART;TZID=America/New_York:20230425T130000
DTEND;TZID=America/New_York:20230425T143000
DTSTAMP:20230302T204853Z
CREATED:20221116T191136Z
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UID:10000098-1682427600-1682433000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: It's Not All About Savings - How Trusts Can Impact Beneficiaries' Lives
DESCRIPTION:A large segment of the estate planning industry has evolved from focusing primarily on estate tax deferral and minimization to non-tax planning. Today\, many clients whose estates used to be in the category of taxable are now concentrating more on other matters\, such as not making their children too rich too soon\, protection of assets from claims of creditors and soon-to-be ex-spouses and selection of Trustees. During this session\, we’ll review: \n\nOutright bequests versus trusts with mandatory distributions versus lifetime trusts\nVarious discretionary distribution standard options\nEffectiveness of spendthrift and wholly discretionary trusts\nDesignating appropriate initial and successor Trustees\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \nAbout Cannon Estate Planning Teleconferences\nCannon Estate Planning Teleconference Series is a teleconference on Wealth Management and Estate Planning topics. \nThe 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.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-its-not-all-about-savings-how-trusts-can-impact-beneficiaries-lives/
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:20230425T130000
DTEND;TZID=America/New_York:20230425T143000
DTSTAMP:20221116T191136Z
CREATED:20221116T191136Z
LAST-MODIFIED:20221116T191136Z
UID:10000166-1682427600-1682433000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: It's Not All About Savings - How Trusts Can Impact Beneficiaries' Lives
DESCRIPTION:A large segment of the estate planning industry has evolved from focusing primarily on estate tax deferral and minimization to non-tax planning. Today\, many clients whose estates used to be in the category of taxable are now concentrating more on other matters\, such as not making their children too rich too soon\, protection of assets from claims of creditors and soon-to-be ex-spouses and selection of Trustees. During this session\, we’ll review: \n\nOutright bequests versus trusts with mandatory distributions versus lifetime trusts\nVarious discretionary distribution standard options\nEffectiveness of spendthrift and wholly discretionary trusts\nDesignating appropriate initial and successor Trustees\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \nAbout Cannon Estate Planning Teleconferences\nCannon Estate Planning Teleconference Series is a teleconference on Wealth Management and Estate Planning topics. \nThe 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.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-its-not-all-about-savings-how-trusts-can-impact-beneficiaries-lives-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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