Join us for a discussion on how to align your organization’s values with your investment goals by incorporating mission-aligned investing.   Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The Trust Company of Tennessee   About Alliance for Better Nonprofits The Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper East […]

The world of estate planning and trust administration is fraught with a variety of landmines, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law. […]

SECURE Act 2.0 has passed and will bring substantial changes to retirement plans. Join us as we discuss the many provisions in this legislation, including: Higher catch-up limits Increasing Required Minimum Distribution (RMD) age Expansion of Roth provisions New tax credits And more!

Are your investments positioned to navigate equity market volatility, current Federal Reserve policy and a slowing economy? 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 2023 Future return assumptions for stocks, bonds and real assets […]

It’s possible to have a superb estate plan in concept, including state-of-the-art estate planning documents, only to have defective fiduciary administration cause components of the plan to short circuit or, in some cases, cause the whole plan to explode in flames. The results may range from loss of expected tax status or benefits to diversion […]

The current tax and estate planning environment requires particular attention to income tax issues that arise in formulating an efficient and effective estate plan as well as in trust and estate administration. Estate planning professionals need to have expertise not only in designing a plan that can minimize trust-level income taxes and achieve estate tax-free […]

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 […]

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! Join us as we discuss: Participant biases that hinder retirement success Creative tips you can employ in your plan to […]

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. […]

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 […]

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. Join us for a discussion on how Qualified Charitable Distributions (QCDs) work and what the IRS requires. We’ll also give you some talking […]

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 […]