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 the way, and, if they ...
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®, Chief Investment Officer, The Trust ...
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®, Chief Investment Officer, The Trust ...
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 appears on CNBC, CNN and ...
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 appears on CNBC, CNN and ...
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 not to be justified. Further, ...
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 not to be justified. Further, ...
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 involving: Prospective clients Unrepresented parties ...
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 involving: Prospective clients Unrepresented parties ...
The generation-skipping transfer (“GST”) tax is imposed, in addition to estate tax or gift tax, depending on the context, on transfers to an individual who is two or more generations below the transferor (e.g., a grandchild or more remote descendant) and certain trusts. Prior to enactment of the GST tax, after imposition of estate tax or gift tax, an individual ...
The generation-skipping transfer (“GST”) tax is imposed, in addition to estate tax or gift tax, depending on the context, on transfers to an individual who is two or more generations below the transferor (e.g., a grandchild or more remote descendant) and certain trusts. Prior to enactment of the GST tax, after imposition of estate tax or gift tax, an individual ...
What changes should you make to your investments in 2025? 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 2025. Future return assumptions for stocks, bonds, and real assets. Steps to take for your retirement plan and personal accounts. Featured Speaker ...
