Board investment committees oversee and evaluate their nonprofit’s investment portfolio, but sometimes it can be hard to know where to start. Join us for a panel discussion in which we will share tips and challenges of creating a board investment committee. Moderator Chad Schollaert, Chief Development Officer, The Trust Company of Tennessee About Alliance for […]

The Tax Cuts and Jobs Act brought historically high estate and gift tax exemptions. With the seemingly inevitable “sunset” of the Act looming on the horizon, spousal lifetime access trusts (“SLATS”) have been widely promoted in recent years as the best “have-your-cake-and-eat-it-too” estate planning strategy out there. In this program, we’ll explore several aspects of […]

There’s a wide variety of fiduciary income tax laws among the states. In fact, many states have no fiduciary income tax at all or have a fiduciary income tax regime that is easily avoided. Given these facts, and considering our mobile society, estate planning professionals need to be conversant with how to structure estate planning […]

What changes should you make to your investments in 2024? Join us as we discuss: Investment changes at The Trust Company of Tennessee to position client accounts for the future. Investment themes we think will drive markets in 2024. Future return assumptions for stocks, bonds, and real assets. Steps to take for your retirement plan […]

The roles of beneficiary and fiduciary by their inherent nature have the potential to engender conflict. Over recent decades, this conflict has been exacerbated by increasing demands of beneficiaries and expanded theories of fiduciary liability – flowing in part simply from the more litigious nature of society and in part from changes in trust law […]

Over the past year, we’ve spoken to many employees who felt like events beyond their control have thrown them off financially. They are: Concerned that recent inflation has eroded their retirement savings. Worried about higher interest rates and the cost to purchase a home. Nervous that their investments have been too volatile lately. Unsure if […]

The idea of bringing trust administration to a conclusion may seem to the Trustee like a relief – and, in many respects, it is. However, terminating a trust isn’t nearly as simple as merely distributing its assets (and even that may not be so simple) and walking away. Numerous details must be successfully navigated along […]

Do you serve on an Investment Committee for a nonprofit or are you a nonprofit professional in charge of leading an Investment Committee? If so, this training is for you. Learn the essentials of fulfilling your fiduciary duty for nonprofit investments such as endowments, foundations, quasi-endowments or other investment accounts. Featured Speaker Miranda Carr, CFA®, […]

Are you concerned about how the upcoming election could impact your personal or retirement plan investments? Join us to discuss: Key topics that will be the focus of the upcoming election Historical impact of election years on market performance If your personal situation warrants investment changes A Q&A session with Invesco’s Global Market Strategist, who […]

After the dust has settled, trust beneficiaries who may think they just won the lottery are sometimes surprised to discover that their position in the trust relationship may be less advantageous than they envisioned. Beneficiaries sometimes must take affirmative steps to enforce their rights and may find that their complaints regarding trust administration are determined […]

Our ethics obligations can differ drastically based on the categories of persons with whom we may interact. In estate planning, as well as estate and trust administration, we may be presented from time to time with situations in which the lines between client and non-client are sometimes blurred. We can find ourselves in difficult positions […]