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DTSTART;TZID=America/New_York:20231004T080000
DTEND;TZID=America/New_York:20231004T093000
DTSTAMP:20260505T095832
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:20260505T095832
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:20260505T095832
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:20260505T095832
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:20260505T095832
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:20260505T095832
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:20260505T095832
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:20260505T095832
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:20260505T095832
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:20260505T095832
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:20260505T095832
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:20260505T095832
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:20260505T095832
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:20260505T095832
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:20260505T095832
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:20260505T095832
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:20260505T095833
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:20260505T095833
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:20260505T095833
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221213T130000
DTEND;TZID=America/New_York:20221213T143000
DTSTAMP:20260505T095833
CREATED:20211122T180134Z
LAST-MODIFIED:20211122T180134Z
UID:10000154-1670936400-1670941800@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-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:20221116T080000
DTEND;TZID=America/New_York:20221116T093000
DTSTAMP:20260505T095833
CREATED:20221107T180119Z
LAST-MODIFIED:20221108T175320Z
UID:10000095-1668585600-1668591000@thetrust.com
SUMMARY:Alliance for Better Nonprofits: Aligning Investments with Your Mission
DESCRIPTION:Join us for a discussion on how to align your organization’s values with your investment goals by incorporating mission-aligned investing. \n  \nFeatured Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee \n  \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-aligning-investments-with-your-mission/
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/2022/11/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Alliance-for-Better-Nonprofits-Aligning-Investments-with-Your-Mission.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221116T080000
DTEND;TZID=America/New_York:20221116T093000
DTSTAMP:20260505T095833
CREATED:20221107T180119Z
LAST-MODIFIED:20221107T180119Z
UID:10000163-1668585600-1668591000@thetrust.com
SUMMARY:Alliance for Better Nonprofits: Aligning Investments with Your Mission
DESCRIPTION:Join us for a discussion on how to align your organization’s values with your investment goals by incorporating mission-aligned investing. \n  \nFeatured Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee \n  \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-aligning-investments-with-your-mission-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/2022/11/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Alliance-for-Better-Nonprofits-Aligning-Investments-with-Your-Mission.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221115T130000
DTEND;TZID=America/New_York:20221115T143000
DTSTAMP:20260505T095833
CREATED:20211122T180007Z
LAST-MODIFIED:20220122T193409Z
UID:10000085-1668517200-1668522600@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Qualified Retirement Plans and IRAs - What You Can and Can't Do
DESCRIPTION:Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is yet another unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment return – while preserving as much dispositive flexibility as possible. This quest is often elusive. We will address in this teleconference the following critical components of this estate planning subspecialty: \n\nUsing See-Through Trusts and Conduit Trusts Within SECURE Act Parameters\nTaking Maximum Advantage of Special Rules Available Only to a Spouse\nAvoiding Penalties Applicable to Qualified Plans and IRAs\nOverview of Prohibited Transactions\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-qualified-retirement-plan-and-iras-what-you-can-and-cant-do/
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:20221115T130000
DTEND;TZID=America/New_York:20221115T143000
DTSTAMP:20260505T095833
CREATED:20211122T180007Z
LAST-MODIFIED:20211122T180007Z
UID:10000153-1668517200-1668522600@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Qualified Retirement Plans and IRAs - What You Can and Can't Do
DESCRIPTION:Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is yet another unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment return – while preserving as much dispositive flexibility as possible. This quest is often elusive. We will address in this teleconference the following critical components of this estate planning subspecialty: \n\nUsing See-Through Trusts and Conduit Trusts Within SECURE Act Parameters\nTaking Maximum Advantage of Special Rules Available Only to a Spouse\nAvoiding Penalties Applicable to Qualified Plans and IRAs\nOverview of Prohibited Transactions\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-qualified-retirement-plan-and-iras-what-you-can-and-cant-do-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:20221115T120000
DTEND;TZID=America/New_York:20221115T133000
DTSTAMP:20260505T095833
CREATED:20221107T175553Z
LAST-MODIFIED:20221108T175526Z
UID:10000094-1668513600-1668519000@thetrust.com
SUMMARY:Tennessee Society of CPAs: Behavioral Economics: Why People Invest with Their Stomachs
DESCRIPTION:This presentation will cover behavioral economics and what it teaches us about decision-making and how that impacts the decisions individuals make in investing. \n  \nFeatured Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee \n  \nAbout Tennessee Society of CPAs \nThe Tennessee Society of Certified Public Accountants is the state professional organization for certified public accountants in Tennessee. With more than 100 years of service to the accounting profession\, TSCPA acts on behalf of its members and provides support\, enabling its members to perform quality professional services while serving the public interest.
URL:https://thetrust.com/event/tennessee-society-of-cpas-behavioral-economics-why-people-invest-with-their-stomachs/
LOCATION:Rothchild Catering & Conference Center\, 8807 Kingston Pike\, Knoxville\, TN\, 37923\, United States
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2022/11/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Behavioral-Economics-Why-People-Invest-with-their-Stomachs-copy.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221115T120000
DTEND;TZID=America/New_York:20221115T133000
DTSTAMP:20260505T095833
CREATED:20221107T175553Z
LAST-MODIFIED:20221107T175553Z
UID:10000162-1668513600-1668519000@thetrust.com
SUMMARY:Tennessee Society of CPAs: Behavioral Economics: Why People Invest with Their Stomachs
DESCRIPTION:This presentation will cover behavioral economics and what it teaches us about decision-making and how that impacts the decisions individuals make in investing. \n  \nFeatured Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee \n  \nAbout Tennessee Society of CPAs \nThe Tennessee Society of Certified Public Accountants is the state professional organization for certified public accountants in Tennessee. With more than 100 years of service to the accounting profession\, TSCPA acts on behalf of its members and provides support\, enabling its members to perform quality professional services while serving the public interest.
URL:https://thetrust.com/event/tennessee-society-of-cpas-behavioral-economics-why-people-invest-with-their-stomachs-2/
LOCATION:Rothchild Catering & Conference Center\, 8807 Kingston Pike\, Knoxville\, TN\, 37923\, United States
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2022/11/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Behavioral-Economics-Why-People-Invest-with-their-Stomachs-copy.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221103T080000
DTEND;TZID=America/New_York:20221103T093000
DTSTAMP:20260505T095833
CREATED:20220907T214414Z
LAST-MODIFIED:20220927T174243Z
UID:10000093-1667462400-1667467800@thetrust.com
SUMMARY:Retirement Plan Academy: Who Are You Calling a Fiduciary?
DESCRIPTION:By offering a retirement plan\, your company has a fiduciary responsibility. But companies aren’t always certain about the right steps to take or aware of what liability can be delegated to others. \nJoin us for a training session covering: \n\nThe fiduciary role and responsibilities\nBest practices for overseeing plans\nHow to limit your liability\n\nLight breakfast will be served starting at 8 a.m.\, and the workshop will begin at 8:30 a.m. \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. \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-who-are-you-calling-a-fiduciary/
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:20221103T080000
DTEND;TZID=America/New_York:20221103T093000
DTSTAMP:20260505T095833
CREATED:20220907T214414Z
LAST-MODIFIED:20220907T214414Z
UID:10000161-1667462400-1667467800@thetrust.com
SUMMARY:Retirement Plan Academy: Who Are You Calling a Fiduciary?
DESCRIPTION:By offering a retirement plan\, your company has a fiduciary responsibility. But companies aren’t always certain about the right steps to take or aware of what liability can be delegated to others. \nJoin us for a training session covering: \n\nThe fiduciary role and responsibilities\nBest practices for overseeing plans\nHow to limit your liability\n\nLight breakfast will be served starting at 8 a.m.\, and the workshop will begin at 8:30 a.m. \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. \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-who-are-you-calling-a-fiduciary-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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220920T130000
DTEND;TZID=America/New_York:20220920T143000
DTSTAMP:20260505T095833
CREATED:20211122T175706Z
LAST-MODIFIED:20211122T175706Z
UID:10000084-1663678800-1663684200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Mechanics and Strategies for Resolving Trust Disputes
DESCRIPTION:A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately\, under the laws of most jurisdictions\, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This teleconference will focus on the following: \n\nUsing Virtual Representation\nBeneficiary Waivers\, Consents and Releases\nTrust Modifications\, Premature Terminations and Decanting\nIdentifying and Avoiding Adverse Tax Consequences in Settling Trust Disputes\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-mechanics-and-strategies-for-resolving-trust-disputes/
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:20220920T130000
DTEND;TZID=America/New_York:20220920T143000
DTSTAMP:20260505T095833
CREATED:20211122T175706Z
LAST-MODIFIED:20211122T175706Z
UID:10000152-1663678800-1663684200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Mechanics and Strategies for Resolving Trust Disputes
DESCRIPTION:A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately\, under the laws of most jurisdictions\, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This teleconference will focus on the following: \n\nUsing Virtual Representation\nBeneficiary Waivers\, Consents and Releases\nTrust Modifications\, Premature Terminations and Decanting\nIdentifying and Avoiding Adverse Tax Consequences in Settling Trust Disputes\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-mechanics-and-strategies-for-resolving-trust-disputes-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
END:VCALENDAR