BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//The Trust Company of Tennessee - ECPv6.15.20//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:The Trust Company of Tennessee
X-ORIGINAL-URL:https://thetrust.com
X-WR-CALDESC:Events for The Trust Company of Tennessee
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20210314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20211107T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240123T130000
DTEND;TZID=America/New_York:20240123T143000
DTSTAMP:20260503T202807
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:20260503T202807
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:20260503T202807
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:20260503T202807
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:20260503T202807
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:20260503T202807
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:20260503T202807
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:20260503T202807
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:20260503T202807
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:20260503T202807
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:20260503T202807
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:20260503T202807
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:20260503T202807
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:20260503T202807
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:20260503T202807
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:20260503T202807
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:20260503T202807
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:20260503T202807
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230518T100000
DTEND;TZID=America/New_York:20230518T110000
DTSTAMP:20260503T202807
CREATED:20230330T154139Z
LAST-MODIFIED:20230330T154139Z
UID:10000172-1684404000-1684407600@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-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:20230425T130000
DTEND;TZID=America/New_York:20230425T143000
DTSTAMP:20260503T202807
CREATED:20221116T191136Z
LAST-MODIFIED:20230302T204853Z
UID:10000098-1682427600-1682433000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: It's Not All About Savings - How Trusts Can Impact Beneficiaries' Lives
DESCRIPTION: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 from claims of creditors and soon-to-be ex-spouses and selection of Trustees. During this session\, we’ll review: \n\nOutright bequests versus trusts with mandatory distributions versus lifetime trusts\nVarious discretionary distribution standard options\nEffectiveness of spendthrift and wholly discretionary trusts\nDesignating appropriate initial and successor Trustees\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-its-not-all-about-savings-how-trusts-can-impact-beneficiaries-lives/
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:20230425T130000
DTEND;TZID=America/New_York:20230425T143000
DTSTAMP:20260503T202807
CREATED:20221116T191136Z
LAST-MODIFIED:20221116T191136Z
UID:10000166-1682427600-1682433000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: It's Not All About Savings - How Trusts Can Impact Beneficiaries' Lives
DESCRIPTION: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 from claims of creditors and soon-to-be ex-spouses and selection of Trustees. During this session\, we’ll review: \n\nOutright bequests versus trusts with mandatory distributions versus lifetime trusts\nVarious discretionary distribution standard options\nEffectiveness of spendthrift and wholly discretionary trusts\nDesignating appropriate initial and successor Trustees\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-its-not-all-about-savings-how-trusts-can-impact-beneficiaries-lives-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:20230321T130000
DTEND;TZID=America/New_York:20230321T143000
DTSTAMP:20260503T202807
CREATED:20221116T191000Z
LAST-MODIFIED:20230302T204927Z
UID:10000097-1679403600-1679409000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Giving Income Tax Considerations in Estate Planning the Respect They Deserve
DESCRIPTION: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 basis step-up at a trust beneficiary’s death but also in the following areas\, which will be covered in this teleconference: \n\nBenefits and detriments of grantor versus nongrantor trusts\nMiscellaneous income tax-related elections\nCosts subject to the two-percent floor under IRC § 67(e)\nState income tax considerations\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-giving-income-tax-considerations-in-estate-planning-the-respect-they-deserve/
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:20230321T130000
DTEND;TZID=America/New_York:20230321T143000
DTSTAMP:20260503T202807
CREATED:20221116T191000Z
LAST-MODIFIED:20221116T191000Z
UID:10000165-1679403600-1679409000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Giving Income Tax Considerations in Estate Planning the Respect They Deserve
DESCRIPTION: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 basis step-up at a trust beneficiary’s death but also in the following areas\, which will be covered in this teleconference: \n\nBenefits and detriments of grantor versus nongrantor trusts\nMiscellaneous income tax-related elections\nCosts subject to the two-percent floor under IRC § 67(e)\nState income tax considerations\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-giving-income-tax-considerations-in-estate-planning-the-respect-they-deserve-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:20230221T130000
DTEND;TZID=America/New_York:20230221T143000
DTSTAMP:20260503T202807
CREATED:20221116T190735Z
LAST-MODIFIED:20221116T190735Z
UID:10000096-1676984400-1676989800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: The Intersection of Exceptional Estate Planning and Bad Trust Administration
DESCRIPTION: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 of trust assets. In this session\, we’ll consider the importance of: \n\nFollowing governing instrument mandates to the letter\nExercising dispositive and investment discretion with care and sensitivity\nDesignating fiduciaries with expertise\, experience and integrity\nA Trustee’s developing cooperative and informative relationships with beneficiaries\n\nRegistered participants will receive a link to join the virtual conference. \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-the-intersection-of-exceptional-estate-planning-and-bad-trust-administration/
LOCATION:Virtual
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:20230221T130000
DTEND;TZID=America/New_York:20230221T143000
DTSTAMP:20260503T202807
CREATED:20221116T190735Z
LAST-MODIFIED:20221116T190735Z
UID:10000164-1676984400-1676989800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: The Intersection of Exceptional Estate Planning and Bad Trust Administration
DESCRIPTION: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 of trust assets. In this session\, we’ll consider the importance of: \n\nFollowing governing instrument mandates to the letter\nExercising dispositive and investment discretion with care and sensitivity\nDesignating fiduciaries with expertise\, experience and integrity\nA Trustee’s developing cooperative and informative relationships with beneficiaries\n\nRegistered participants will receive a link to join the virtual conference. \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-the-intersection-of-exceptional-estate-planning-and-bad-trust-administration-2/
LOCATION:Virtual
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:20230202T100000
DTEND;TZID=America/New_York:20230202T110000
DTSTAMP:20260503T202807
CREATED:20221129T183257Z
LAST-MODIFIED:20221129T183257Z
UID:10000102-1675332000-1675335600@thetrust.com
SUMMARY:Retirement Plan Academy: 2023 Investment Themes and Portfolio Changes
DESCRIPTION:Are your investments positioned to navigate equity market volatility\, current Federal Reserve policy and a slowing economy? \nJoin 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 2023\nFuture return assumptions for stocks\, bonds and real assets\nSteps to take for your retirement plan and personal accounts\n\n Featured Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee \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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-2023-investment-themes-and-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:20230202T100000
DTEND;TZID=America/New_York:20230202T110000
DTSTAMP:20260503T202807
CREATED:20221129T183257Z
LAST-MODIFIED:20221129T183257Z
UID:10000170-1675332000-1675335600@thetrust.com
SUMMARY:Retirement Plan Academy: 2023 Investment Themes and Portfolio Changes
DESCRIPTION:Are your investments positioned to navigate equity market volatility\, current Federal Reserve policy and a slowing economy? \nJoin 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 2023\nFuture return assumptions for stocks\, bonds and real assets\nSteps to take for your retirement plan and personal accounts\n\n Featured Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee \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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-2023-investment-themes-and-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:20230105T100000
DTEND;TZID=America/New_York:20230105T110000
DTSTAMP:20260503T202807
CREATED:20221227T150356Z
LAST-MODIFIED:20221227T150356Z
UID:10000103-1672912800-1672916400@thetrust.com
SUMMARY:SECURE Act 2.0: How This Affects Your Retirement Plan
DESCRIPTION:SECURE Act 2.0 has passed and will bring substantial changes to retirement plans. \nJoin us as we discuss the many 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!
URL:https://thetrust.com/event/secure-act-2-0-how-this-affects-your-retirement-plan/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2022/12/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Secure-Act-2.0.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230105T100000
DTEND;TZID=America/New_York:20230105T110000
DTSTAMP:20260503T202807
CREATED:20221227T150356Z
LAST-MODIFIED:20221227T150356Z
UID:10000171-1672912800-1672916400@thetrust.com
SUMMARY:SECURE Act 2.0: How This Affects Your Retirement Plan
DESCRIPTION:SECURE Act 2.0 has passed and will bring substantial changes to retirement plans. \nJoin us as we discuss the many 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!
URL:https://thetrust.com/event/secure-act-2-0-how-this-affects-your-retirement-plan-2/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2022/12/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Secure-Act-2.0.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221213T130000
DTEND;TZID=America/New_York:20221213T143000
DTSTAMP:20260503T202807
CREATED:20211122T180134Z
LAST-MODIFIED:20211122T180134Z
UID:10000086-1670936400-1670941800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals
DESCRIPTION: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. In this teleconference\, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention: \n\nDuty to File Amended Tax Returns\nRecognizing and Steering Clear of Tax Return Preparer Penalties\nHazards for a Lawyer in Representing Co-Trustees or a Trustee and Beneficiaries\nPropriety of Seeking Releases from Beneficiaries When Making Distributions or Terminating Trust\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. Socially distanced seating is available in our conference room for a limited number. \nIf you are interested in attending virtually\, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com. \nAbout Cannon Estate Planning Teleconferences\nThe industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. \nProfessionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-assorted-ethics-based-and-related-legal-conundrums-for-estate-professionals/
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
END:VCALENDAR