With the almost certainly impending sunset of many of the provisions enacted as part of the 2017 Tax Act, high net worth individuals and families should be considering sale, gift or loan transactions currently or in the immediate future. To distinguish ourselves and make clients comfortable with our recommendations, we need to have a thorough understanding of how to calculate ...
With the almost certainly impending sunset of many of the provisions enacted as part of the 2017 Tax Act, high net worth individuals and families should be considering sale, gift or loan transactions currently or in the immediate future. To distinguish ourselves and make clients comfortable with our recommendations, we need to have a thorough understanding of how to calculate ...
We will cover planned giving and IRA areas of opportunity for nonprofits, both with current supporters and opportunities to uncover new prospective donors. Featured Speakers As Vice President and Managing Director of The Trust Company’s Chattanooga office, Zach Hurst provides holistic services to his clients, including budgeting and financial planning, portfolio management, retirement planning, tax strategies and estate planning. Zach ...
We will cover planned giving and IRA areas of opportunity for nonprofits, both with current supporters and opportunities to uncover new prospective donors. Featured Speakers As Vice President and Managing Director of The Trust Company’s Chattanooga office, Zach Hurst provides holistic services to his clients, including budgeting and financial planning, portfolio management, retirement planning, tax strategies and estate planning. Zach ...
Wewill share some ways nonprofit investment committees can approach aligning their investment portfolios with their mission. Featured Speakers Miranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for its relationship managers. Miranda earned a bachelor’s degree in business administration with a major in finance from ...
Wewill share some ways nonprofit investment committees can approach aligning their investment portfolios with their mission. Featured Speakers Miranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for its relationship managers. Miranda earned a bachelor’s degree in business administration with a major in finance from ...
The bane of many a Trustee’s existence is the responsibility and potential liability associated with holding, and perhaps having to dispose of, trust property that does not readily lend itself to routine trust administration. Such types of trust property include various types of tangible personal property, various categories of real estate, closely held business equity, mineral interests, intellectual property, digital ...
The bane of many a Trustee’s existence is the responsibility and potential liability associated with holding, and perhaps having to dispose of, trust property that does not readily lend itself to routine trust administration. Such types of trust property include various types of tangible personal property, various categories of real estate, closely held business equity, mineral interests, intellectual property, digital ...
Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country’s political and economic climate. Far more often than not, when an estate planner designs a plan, the planner doesn't know what the tax laws will look like when the plan is implemented. In addition, in some cases, ...
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 ...
Estate planners should help clients determine their philanthropic goals and develop the most effective strategies to attain those goals. This includes identifying the target donee(s) and ensuring that gifts, bequests and distributions will be tax-efficient and in amounts, at times and for purposes consistent with the donor’s wishes. We’ll take a close look at the following: Choosing the “right” vehicle ...
Join us for a discussion addressing the challenges as a caregiver in the “sandwich generation.” Learn legal and financial tips for planning for the future on two fronts. Because when women support women, incredible things happen. Complimentary drinks and hors d’oeuvres will be served. Registration required.
