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DTSTART;TZID=America/New_York:20240812T080000
DTEND;TZID=America/New_York:20240812T093000
DTSTAMP:20260503T173059
CREATED:20240719T173637Z
LAST-MODIFIED:20240719T173637Z
UID:10000187-1723449600-1723455000@thetrust.com
SUMMARY:United Way of Greater Knoxville: Nonprofit Investment Committee Best Practices
DESCRIPTION: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. \nLearn the essentials of fulfilling your fiduciary duty for nonprofit investments such as endowments\, foundations\, quasi-endowments or other investment accounts. \nFeatured Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee
URL:https://thetrust.com/event/united-way-of-greater-knoxville-nonprofit-investment-committee-best-practices-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/2024/07/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Nonprofit-Investment-Commitee.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240723T130000
DTEND;TZID=America/New_York:20240723T143000
DTSTAMP:20260503T173059
CREATED:20231219T133238Z
LAST-MODIFIED:20231219T133238Z
UID:10000113-1721739600-1721745000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Nuts and Bolts of Trust Terminations
DESCRIPTION: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 aren’t\, unhappy beneficiaries will ensure sleepless nights for the Trustee. In this presentation\, we’ll delve into the following: \n\nIdentifying and locating named or designated remainder beneficiaries\nProperly allocating assets among and distributing them to the remainder beneficiaries\nIncome tax and generation-skipping transfer tax returns\nStatutes of limitation on actions by beneficiaries and IRS against Trustee\nPropriety of seeking releases from beneficiaries\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. \n 
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-nuts-and-bolts-of-trust-terminations/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240723T130000
DTEND;TZID=America/New_York:20240723T143000
DTSTAMP:20260503T173059
CREATED:20231219T133238Z
LAST-MODIFIED:20231219T133238Z
UID:10000181-1721739600-1721745000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Nuts and Bolts of Trust Terminations
DESCRIPTION: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 aren’t\, unhappy beneficiaries will ensure sleepless nights for the Trustee. In this presentation\, we’ll delve into the following: \n\nIdentifying and locating named or designated remainder beneficiaries\nProperly allocating assets among and distributing them to the remainder beneficiaries\nIncome tax and generation-skipping transfer tax returns\nStatutes of limitation on actions by beneficiaries and IRS against Trustee\nPropriety of seeking releases from beneficiaries\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. \n 
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-nuts-and-bolts-of-trust-terminations-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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240620T100000
DTEND;TZID=America/New_York:20240620T110000
DTSTAMP:20260503T173059
CREATED:20240523T175615Z
LAST-MODIFIED:20240523T184003Z
UID:10000066-1718877600-1718881200@thetrust.com
SUMMARY:Retirement Plan Academy: Are Your Employees on Track for Retirement?
DESCRIPTION:Over the past year\, we’ve spoken to many employees who felt like events beyond their control have thrown them off financially. They are: \n\nConcerned that recent inflation has eroded their retirement savings.\nWorried about higher interest rates and the cost to purchase a home.\nNervous that their investments have been too volatile lately.\nUnsure if they will need to work longer.\n\nJoin us as we discuss ways that you and your retirement providers can help! We’ll review financial best practices at each age and demonstrate retirement planning software that can provide clarity to your employees. \n  \nGuest Speakers\nZach Hurst\, CFP®\, Managing Director\, Chattanooga \nSam Shelley\, CFP®\, Associate Relationship Manager \nMatt Zaczyk\, Client Specialist \n  \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nView previous session topics and recordings here.
URL:https://thetrust.com/event/7916/
LOCATION:Virtual
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240620T100000
DTEND;TZID=America/New_York:20240620T110000
DTSTAMP:20260503T173059
CREATED:20240523T175615Z
LAST-MODIFIED:20240523T175615Z
UID:10000185-1718877600-1718881200@thetrust.com
SUMMARY:Retirement Plan Academy: Are Your Employees on Track for Retirement?
DESCRIPTION:Over the past year\, we’ve spoken to many employees who felt like events beyond their control have thrown them off financially. They are: \n\nConcerned that recent inflation has eroded their retirement savings.\nWorried about higher interest rates and the cost to purchase a home.\nNervous that their investments have been too volatile lately.\nUnsure if they will need to work longer.\n\nJoin us as we discuss ways that you and your retirement providers can help! We’ll review financial best practices at each age and demonstrate retirement planning software that can provide clarity to your employees. \n  \nGuest Speakers\nZach Hurst\, CFP®\, Managing Director\, Chattanooga \nSam Shelley\, CFP®\, Associate Relationship Manager \nMatt Zaczyk\, Client Specialist \n  \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nView previous session topics and recordings here.
URL:https://thetrust.com/event/7916-2/
LOCATION:Virtual
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240423T130000
DTEND;TZID=America/New_York:20240423T143000
DTSTAMP:20260503T173059
CREATED:20231219T133042Z
LAST-MODIFIED:20231219T133042Z
UID:10000112-1713877200-1713882600@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Shelter from the Storm - Anticipating and Avoiding Breach of Fiduciary Duty Claims
DESCRIPTION: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 generally tilting toward enhancing the rights of beneficiaries. This teleconference will address the following themes: \n\nAlways the most common sources of friction: distributions and investments\nDesign and use of governing instrument provisions to insulate the fiduciary\nEffect of reliance on counsel by fiduciary\nEffect of waiver and/or consent and/or receipt of accountings by beneficiaries\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. \n 
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-shelter-from-the-storm-anticipating-and-avoiding-breach-of-fiduciary-duty-claims/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240423T130000
DTEND;TZID=America/New_York:20240423T143000
DTSTAMP:20260503T173059
CREATED:20231219T133042Z
LAST-MODIFIED:20231219T133042Z
UID:10000180-1713877200-1713882600@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Shelter from the Storm - Anticipating and Avoiding Breach of Fiduciary Duty Claims
DESCRIPTION: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 generally tilting toward enhancing the rights of beneficiaries. This teleconference will address the following themes: \n\nAlways the most common sources of friction: distributions and investments\nDesign and use of governing instrument provisions to insulate the fiduciary\nEffect of reliance on counsel by fiduciary\nEffect of waiver and/or consent and/or receipt of accountings by beneficiaries\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. \n 
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-shelter-from-the-storm-anticipating-and-avoiding-breach-of-fiduciary-duty-claims-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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240221T100000
DTEND;TZID=America/New_York:20240221T110000
DTSTAMP:20260503T173059
CREATED:20240114T193329Z
LAST-MODIFIED:20240114T193329Z
UID:10000064-1708509600-1708513200@thetrust.com
SUMMARY:Retirement Plan Academy: 2024 Investment Themes & Portfolio Changes
DESCRIPTION:What changes should you make to your investments in 2024? Join us as we discuss: \n\nInvestment changes at The Trust Company of Tennessee to position client accounts for the future.\nInvestment themes we think will drive markets in 2024.\nFuture return assumptions for stocks\, bonds\, and real assets.\nSteps to take for your retirement plan and personal accounts.\n\n  \nFeatured Speaker\nMiranda Carr\, CFA® \nChief Investment Officer\, The Trust Company of Tennessee \n  \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nView previous session topics and recordings here.
URL:https://thetrust.com/event/retirement-plan-academy-2024-investment-themes-portfolio-changes/
LOCATION:Virtual
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240221T100000
DTEND;TZID=America/New_York:20240221T110000
DTSTAMP:20260503T173059
CREATED:20240114T193329Z
LAST-MODIFIED:20240114T193329Z
UID:10000184-1708509600-1708513200@thetrust.com
SUMMARY:Retirement Plan Academy: 2024 Investment Themes & Portfolio Changes
DESCRIPTION:What changes should you make to your investments in 2024? Join us as we discuss: \n\nInvestment changes at The Trust Company of Tennessee to position client accounts for the future.\nInvestment themes we think will drive markets in 2024.\nFuture return assumptions for stocks\, bonds\, and real assets.\nSteps to take for your retirement plan and personal accounts.\n\n  \nFeatured Speaker\nMiranda Carr\, CFA® \nChief Investment Officer\, The Trust Company of Tennessee \n  \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nView previous session topics and recordings here.
URL:https://thetrust.com/event/retirement-plan-academy-2024-investment-themes-portfolio-changes-2/
LOCATION:Virtual
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240220T130000
DTEND;TZID=America/New_York:20240220T143000
DTSTAMP:20260503T173100
CREATED:20231219T132845Z
LAST-MODIFIED:20231219T132845Z
UID:10000111-1708434000-1708439400@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: State Income Tax Issues with Trusts
DESCRIPTION: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 vehicles and transactions to minimize state income taxes. Many factors\, sometimes leading to conflicting results in\, or tax being imposed by\, multiple states\, must be taken into account. During this teleconference\, we’ll discuss the following: \n\nHow a trust is or may become subject to a state’s income tax\nConstitutional challenges to a state’s taxation of a trust\nChanging a trust’s residency to avoid state income tax\nDetermining the source of income for state income tax purposes\nTrusts that are subject to state income tax in more than one state\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. \n 
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-state-income-tax-issues-with-trusts/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240220T130000
DTEND;TZID=America/New_York:20240220T143000
DTSTAMP:20260503T173100
CREATED:20231219T132845Z
LAST-MODIFIED:20231219T132845Z
UID:10000179-1708434000-1708439400@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: State Income Tax Issues with Trusts
DESCRIPTION: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 vehicles and transactions to minimize state income taxes. Many factors\, sometimes leading to conflicting results in\, or tax being imposed by\, multiple states\, must be taken into account. During this teleconference\, we’ll discuss the following: \n\nHow a trust is or may become subject to a state’s income tax\nConstitutional challenges to a state’s taxation of a trust\nChanging a trust’s residency to avoid state income tax\nDetermining the source of income for state income tax purposes\nTrusts that are subject to state income tax in more than one state\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. \n 
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-state-income-tax-issues-with-trusts-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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240123T130000
DTEND;TZID=America/New_York:20240123T143000
DTSTAMP:20260503T173100
CREATED:20231219T132645Z
LAST-MODIFIED:20231219T132645Z
UID:10000110-1706014800-1706020200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Spousal Lifetime Access Trusts - A Fleeting Opportunity
DESCRIPTION: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 the design\, creation and administration of a SLAT\, including: \n\nPurposes\nHow best to fund to minimize tax risk\nCurrent and future beneficiaries\nInitial and successor Trustees\nPitfalls to avoid\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \n About 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-spousal-lifetime-access-trusts-a-fleeting-opportunity/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240123T130000
DTEND;TZID=America/New_York:20240123T143000
DTSTAMP:20260503T173100
CREATED:20231219T132645Z
LAST-MODIFIED:20231219T132645Z
UID:10000178-1706014800-1706020200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Spousal Lifetime Access Trusts - A Fleeting Opportunity
DESCRIPTION: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 the design\, creation and administration of a SLAT\, including: \n\nPurposes\nHow best to fund to minimize tax risk\nCurrent and future beneficiaries\nInitial and successor Trustees\nPitfalls to avoid\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \n About 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-spousal-lifetime-access-trusts-a-fleeting-opportunity-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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231206T080000
DTEND;TZID=America/New_York:20231206T093000
DTSTAMP:20260503T173100
CREATED:20230817T190558Z
LAST-MODIFIED:20230822T184418Z
UID:10000106-1701849600-1701855000@thetrust.com
SUMMARY:Alliance for Better Nonprofits: Secrets to Starting Your Board's First Investment Account and Investment Committee
DESCRIPTION: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. \nModerator\nChad Schollaert\, Chief Development Officer\, The Trust Company of Tennessee \nAbout Alliance for Better Nonprofits\nThe Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper East Tennessee by building their capacity to be more efficient and effective in fulfilling their missions and serving their communities. At the same time\, ABN serves as a catalyst for collaboration aimed at reducing duplication and increasing cooperation among nonprofits seeking to address community issues.
URL:https://thetrust.com/event/alliance-for-better-nonprofits-secrets-to-starting-your-boards-first-investment-account-and-investment-committee/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2023/08/Trust-Company-Events-Calendar-Graphic-Standalone-Event-First-Investement.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231206T080000
DTEND;TZID=America/New_York:20231206T093000
DTSTAMP:20260503T173100
CREATED:20230817T190558Z
LAST-MODIFIED:20230817T190558Z
UID:10000175-1701849600-1701855000@thetrust.com
SUMMARY:Alliance for Better Nonprofits: Secrets to Starting Your Board's First Investment Account and Investment Committee
DESCRIPTION: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. \nModerator\nChad Schollaert\, Chief Development Officer\, The Trust Company of Tennessee \nAbout Alliance for Better Nonprofits\nThe Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper East Tennessee by building their capacity to be more efficient and effective in fulfilling their missions and serving their communities. At the same time\, ABN serves as a catalyst for collaboration aimed at reducing duplication and increasing cooperation among nonprofits seeking to address community issues.
URL:https://thetrust.com/event/alliance-for-better-nonprofits-secrets-to-starting-your-boards-first-investment-account-and-investment-committee-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2023/08/Trust-Company-Events-Calendar-Graphic-Standalone-Event-First-Investement.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231108T080000
DTEND;TZID=America/New_York:20231108T093000
DTSTAMP:20260503T173100
CREATED:20230817T184545Z
LAST-MODIFIED:20230817T184545Z
UID:10000105-1699430400-1699435800@thetrust.com
SUMMARY:Alliance for Better Nonprofits: Nonprofit Investing Best Practices and Trends
DESCRIPTION:Managing and investing nonprofit accounts comes with distinct responsibilities. Join us for a discussion about best practices and trends for nonprofit investing accounts including foundations\, endowments\, and quasi-endowments. \nFeatured Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee \nAbout Alliance for Better Nonprofits\nThe Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper East Tennessee by building their capacity to be more efficient and effective in fulfilling their missions and serving their communities. At the same time\, ABN serves as a catalyst for collaboration aimed at reducing duplication and increasing cooperation among nonprofits seeking to address community issues.
URL:https://thetrust.com/event/alliance-for-better-nonprofits-nonprofit-investing-best-practices-and-trends/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2023/07/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Nonprofit-Investing.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231108T080000
DTEND;TZID=America/New_York:20231108T093000
DTSTAMP:20260503T173100
CREATED:20230817T184545Z
LAST-MODIFIED:20230817T184545Z
UID:10000174-1699430400-1699435800@thetrust.com
SUMMARY:Alliance for Better Nonprofits: Nonprofit Investing Best Practices and Trends
DESCRIPTION:Managing and investing nonprofit accounts comes with distinct responsibilities. Join us for a discussion about best practices and trends for nonprofit investing accounts including foundations\, endowments\, and quasi-endowments. \nFeatured Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee \nAbout Alliance for Better Nonprofits\nThe Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper East Tennessee by building their capacity to be more efficient and effective in fulfilling their missions and serving their communities. At the same time\, ABN serves as a catalyst for collaboration aimed at reducing duplication and increasing cooperation among nonprofits seeking to address community issues.
URL:https://thetrust.com/event/alliance-for-better-nonprofits-nonprofit-investing-best-practices-and-trends-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2023/07/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Nonprofit-Investing.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T073000
DTEND;TZID=America/New_York:20231102T090000
DTSTAMP:20260503T173100
CREATED:20231002T151720Z
LAST-MODIFIED:20231002T152921Z
UID:10000109-1698910200-1698915600@thetrust.com
SUMMARY:Retirement Plan Academy: What’s Next for Your Retirement Plan after SECURE Act 2.0?
DESCRIPTION:Co-sponsored by BlackRock \n  \nSECURE Act 2.0 is the most substantial retirement plan legislation in the last 15 years. It includes 92 provisions that will impact retirement plans over the next decade. Join us as we discuss multiple provisions in this legislation\, including: \n\nHigher catch-up limits\nIncreasing Required Minimum Distribution (RMD) age\nExpansion of Roth provisions\nNew tax credits\nAnd more!\n\n  \nRegistration and light refreshments: 7:30-8 a.m. \nProgram: 8-9 a.m. \n  \nFeatured Speakers\nSpecial Guest: Lauren Wagner\, Vice President\, Retirement Director\, Fidelity Investments \nZach Hurst and Tracey Smith\, The Trust Company of Tennessee \n  \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nView previous session topics and recordings here.
URL:https://thetrust.com/event/retirement-plan-academy-whats-next-for-your-retirement-plan-after-secure-act-2-0-2/
LOCATION:Chattanooga Golf & Country Club\, 1511 Riverview Road\, Chattanooga\, 37405\, United States
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T073000
DTEND;TZID=America/New_York:20231102T090000
DTSTAMP:20260503T173100
CREATED:20231002T151720Z
LAST-MODIFIED:20231002T151720Z
UID:10000177-1698910200-1698915600@thetrust.com
SUMMARY:Retirement Plan Academy: What’s Next for Your Retirement Plan after SECURE Act 2.0?
DESCRIPTION:Co-sponsored by BlackRock \n  \nSECURE Act 2.0 is the most substantial retirement plan legislation in the last 15 years. It includes 92 provisions that will impact retirement plans over the next decade. Join us as we discuss multiple provisions in this legislation\, including: \n\nHigher catch-up limits\nIncreasing Required Minimum Distribution (RMD) age\nExpansion of Roth provisions\nNew tax credits\nAnd more!\n\n  \nRegistration and light refreshments: 7:30-8 a.m. \nProgram: 8-9 a.m. \n  \nFeatured Speakers\nSpecial Guest: Lauren Wagner\, Vice President\, Retirement Director\, Fidelity Investments \nZach Hurst and Tracey Smith\, The Trust Company of Tennessee \n  \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nView previous session topics and recordings here.
URL:https://thetrust.com/event/retirement-plan-academy-whats-next-for-your-retirement-plan-after-secure-act-2-0-2-2/
LOCATION:Chattanooga Golf & Country Club\, 1511 Riverview Road\, Chattanooga\, 37405\, United States
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T073000
DTEND;TZID=America/New_York:20231101T090000
DTSTAMP:20260503T173100
CREATED:20231002T151105Z
LAST-MODIFIED:20231002T151810Z
UID:10000108-1698823800-1698829200@thetrust.com
SUMMARY:Retirement Plan Academy: What’s Next for Your Retirement Plan after SECURE Act 2.0?
DESCRIPTION:Co-sponsored by BlackRock \n  \nSECURE Act 2.0 is the most substantial retirement plan legislation in the last 15 years. It includes 92 provisions that will impact retirement plans over the next decade. Join us as we discuss multiple provisions in this legislation\, including: \n\nHigher catch-up limits\nIncreasing Required Minimum Distribution (RMD) age\nExpansion of Roth provisions\nNew tax credits\nAnd more!\n\n  \nRegistration and light refreshments: 7:30-8 a.m. \nProgram: 8-9 a.m. \n  \nFeatured Speakers\nSpecial Guest: Lauren Wagner\, Vice President\, Retirement Director\, Fidelity Investments \nAdam Davies and Zach Hurst\, The Trust Company of Tennessee \n  \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nView previous session topics and recordings here.
URL:https://thetrust.com/event/retirement-plan-academy-whats-next-for-your-retirement-plan-after-secure-act-2-0/
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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T073000
DTEND;TZID=America/New_York:20231101T090000
DTSTAMP:20260503T173100
CREATED:20231002T151105Z
LAST-MODIFIED:20231002T151105Z
UID:10000176-1698823800-1698829200@thetrust.com
SUMMARY:Retirement Plan Academy: What’s Next for Your Retirement Plan after SECURE Act 2.0?
DESCRIPTION:Co-sponsored by BlackRock \n  \nSECURE Act 2.0 is the most substantial retirement plan legislation in the last 15 years. It includes 92 provisions that will impact retirement plans over the next decade. Join us as we discuss multiple provisions in this legislation\, including: \n\nHigher catch-up limits\nIncreasing Required Minimum Distribution (RMD) age\nExpansion of Roth provisions\nNew tax credits\nAnd more!\n\n  \nRegistration and light refreshments: 7:30-8 a.m. \nProgram: 8-9 a.m. \n  \nFeatured Speakers\nSpecial Guest: Lauren Wagner\, Vice President\, Retirement Director\, Fidelity Investments \nAdam Davies and Zach Hurst\, The Trust Company of Tennessee \n  \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nView previous session topics and recordings here.
URL:https://thetrust.com/event/retirement-plan-academy-whats-next-for-your-retirement-plan-after-secure-act-2-0-3/
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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231024T130000
DTEND;TZID=America/New_York:20231024T143000
DTSTAMP:20260503T173100
CREATED:20221116T191819Z
LAST-MODIFIED:20230302T204723Z
UID:10000101-1698152400-1698157800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Directed Trusts - Slicing and Dicing Duties\, Risks and Potential Liabilities
DESCRIPTION:Directed trusts\, largely unknown in the United States just a few decades ago\, are becoming quite common. Many states have adopted statutes to establish a framework for the operation of directed trusts\, and courts are sometimes called upon to resolve messy disputes among trust protectors\, Trustees and beneficiaries. We’ll discuss the unique drafting challenges\, liability risks and other issues that arise in connection with directed trusts\, including: \n\nState laws and desirable governing instrument provisions regarding directed trusts\nWays to divide duties and responsibilities of trust administration between Trustee and trust protector\nNature of a trust protector and whether a trust protector is or should be a fiduciary\nPotential liability of directed Trustees and trust protectors\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-directed-trusts-slicing-and-dicing-duties-risks-and-potential-liabilities/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231024T130000
DTEND;TZID=America/New_York:20231024T143000
DTSTAMP:20260503T173100
CREATED:20221116T191819Z
LAST-MODIFIED:20221116T191819Z
UID:10000169-1698152400-1698157800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Directed Trusts - Slicing and Dicing Duties\, Risks and Potential Liabilities
DESCRIPTION:Directed trusts\, largely unknown in the United States just a few decades ago\, are becoming quite common. Many states have adopted statutes to establish a framework for the operation of directed trusts\, and courts are sometimes called upon to resolve messy disputes among trust protectors\, Trustees and beneficiaries. We’ll discuss the unique drafting challenges\, liability risks and other issues that arise in connection with directed trusts\, including: \n\nState laws and desirable governing instrument provisions regarding directed trusts\nWays to divide duties and responsibilities of trust administration between Trustee and trust protector\nNature of a trust protector and whether a trust protector is or should be a fiduciary\nPotential liability of directed Trustees and trust protectors\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-directed-trusts-slicing-and-dicing-duties-risks-and-potential-liabilities-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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231004T080000
DTEND;TZID=America/New_York:20231004T093000
DTSTAMP:20260503T173100
CREATED:20230817T190621Z
LAST-MODIFIED:20230817T190621Z
UID:10000107-1696406400-1696411800@thetrust.com
SUMMARY:Alliance for Better Nonprofits: Approaching Donors about Qualified Charitable Distributions
DESCRIPTION:The IRS allows donors to give distributions directly from IRAs to charity starting at age 70 ½. That can be a significant tax advantage for those individuals and an opportunity for nonprofits. \nJoin us for a discussion on how Qualified Charitable Distributions (QCDs) work and what the IRS requires. We’ll also give you some talking points on how to talk to donors so that your organization can begin receiving QCDs. \n Featured Speaker\nChad Schollaert\, Chief Development Officer\, The Trust Company of Tennessee \n About Alliance for Better Nonprofits\nThe Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper East Tennessee by building their capacity to be more efficient and effective in fulfilling their missions and serving their communities. At the same time\, ABN serves as a catalyst for collaboration aimed at reducing duplication and increasing cooperation among nonprofits seeking to address community issues.
URL:https://thetrust.com/event/alliance-for-better-nonprofits-approaching-donors-about-qualified-charitable-distributions/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2023/08/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Charitable-Distributions.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231004T080000
DTEND;TZID=America/New_York:20231004T093000
DTSTAMP:20260503T173100
CREATED:20230817T190621Z
LAST-MODIFIED:20230817T190621Z
UID:10000173-1696406400-1696411800@thetrust.com
SUMMARY:Alliance for Better Nonprofits: Approaching Donors about Qualified Charitable Distributions
DESCRIPTION:The IRS allows donors to give distributions directly from IRAs to charity starting at age 70 ½. That can be a significant tax advantage for those individuals and an opportunity for nonprofits. \nJoin us for a discussion on how Qualified Charitable Distributions (QCDs) work and what the IRS requires. We’ll also give you some talking points on how to talk to donors so that your organization can begin receiving QCDs. \n Featured Speaker\nChad Schollaert\, Chief Development Officer\, The Trust Company of Tennessee \n About Alliance for Better Nonprofits\nThe Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper East Tennessee by building their capacity to be more efficient and effective in fulfilling their missions and serving their communities. At the same time\, ABN serves as a catalyst for collaboration aimed at reducing duplication and increasing cooperation among nonprofits seeking to address community issues.
URL:https://thetrust.com/event/alliance-for-better-nonprofits-approaching-donors-about-qualified-charitable-distributions-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2023/08/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Charitable-Distributions.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230919T130000
DTEND;TZID=America/New_York:20230919T143000
DTSTAMP:20260503T173100
CREATED:20221116T191441Z
LAST-MODIFIED:20230302T204759Z
UID:10000100-1695128400-1695133800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Gift and Estate Tax Black Holes
DESCRIPTION:Planning to avoid\, or at least minimize\, gift and estate taxes can be daunting. That statement has never been truer than it is in 2023. The IRS often challenges tax benefits claimed by taxpayers implementing new or revised estate planning techniques and strategies and sometimes even formulates new theories by which to undermine or eliminate more traditional tax planning approaches. This teleconference will focus on the following: \n\nEmerging problems with GRATs\nStep transaction and valuation nightmares\nGift tax consequences of trust modifications\, premature terminations and decanting\nMismatch between gross estate inclusion and marital or charitable deduction amounts\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-gift-and-estate-tax-black-holes/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230919T130000
DTEND;TZID=America/New_York:20230919T143000
DTSTAMP:20260503T173100
CREATED:20221116T191441Z
LAST-MODIFIED:20221116T191441Z
UID:10000168-1695128400-1695133800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Gift and Estate Tax Black Holes
DESCRIPTION:Planning to avoid\, or at least minimize\, gift and estate taxes can be daunting. That statement has never been truer than it is in 2023. The IRS often challenges tax benefits claimed by taxpayers implementing new or revised estate planning techniques and strategies and sometimes even formulates new theories by which to undermine or eliminate more traditional tax planning approaches. This teleconference will focus on the following: \n\nEmerging problems with GRATs\nStep transaction and valuation nightmares\nGift tax consequences of trust modifications\, premature terminations and decanting\nMismatch between gross estate inclusion and marital or charitable deduction amounts\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-gift-and-estate-tax-black-holes-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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230725T130000
DTEND;TZID=America/New_York:20230725T143000
DTSTAMP:20260503T173100
CREATED:20221116T191319Z
LAST-MODIFIED:20230302T204821Z
UID:10000099-1690290000-1690295400@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Opportunities and Obstacles Created by the Uniform Trust Code
DESCRIPTION:As of August 2022\, in the 20 years since Kansas became the first state to enact the Uniform Trust Code\, 34 more states\, plus the District of Columbia\, have enacted it. Additionally\, several states that have not enacted the UTC have adopted portions of it or have modeled some of their trust laws on it. Thus\, it can fairly be said that the UTC has become highly influential in the development of trust law nationally. A statutory compilation of such stature periodically deserves a thorough review. We’ll examine some of the most important aspects of the UTC\, including: \n\nDefault and Mandatory Rules\nVirtual Representation\nTrust Modification\nNotice Requirements\nDuties Trustees Owe to Beneficiaries\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-opportunities-and-obstacles-created-by-the-uniform-trust-code/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230725T130000
DTEND;TZID=America/New_York:20230725T143000
DTSTAMP:20260503T173100
CREATED:20221116T191319Z
LAST-MODIFIED:20221116T191319Z
UID:10000167-1690290000-1690295400@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Opportunities and Obstacles Created by the Uniform Trust Code
DESCRIPTION:As of August 2022\, in the 20 years since Kansas became the first state to enact the Uniform Trust Code\, 34 more states\, plus the District of Columbia\, have enacted it. Additionally\, several states that have not enacted the UTC have adopted portions of it or have modeled some of their trust laws on it. Thus\, it can fairly be said that the UTC has become highly influential in the development of trust law nationally. A statutory compilation of such stature periodically deserves a thorough review. We’ll examine some of the most important aspects of the UTC\, including: \n\nDefault and Mandatory Rules\nVirtual Representation\nTrust Modification\nNotice Requirements\nDuties Trustees Owe to Beneficiaries\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-opportunities-and-obstacles-created-by-the-uniform-trust-code-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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230518T100000
DTEND;TZID=America/New_York:20230518T110000
DTSTAMP:20260503T173100
CREATED:20230330T154139Z
LAST-MODIFIED:20230330T171119Z
UID:10000104-1684404000-1684407600@thetrust.com
SUMMARY:Retirement Plan Academy: 401(k) Participant Success through Behavioral Finance
DESCRIPTION:All employees want to successfully retire one day\, but human nature can sometimes get in their way. As a plan sponsor\, there are behavioral finance techniques that you can employ to help your employees succeed! \nJoin us as we discuss: \n\nParticipant biases that hinder retirement success\nCreative tips you can employ in your plan to overcome these biases\nPlan design options available to make it easy!\n\nFeatured Speaker\nKelly Hahn\, Executive Director\, J.P. Morgan Asset Management \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise monthly workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nView previous session topics and recordings on the archive channel.
URL:https://thetrust.com/event/retirement-plan-academy-401k-participant-success-through-behavioral-finance/
LOCATION:Virtual
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Retirement-Plan-Academy.jpg
END:VEVENT
END:VCALENDAR