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 ...

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 ...

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

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

Are your investments positioned to navigate equity market volatility, current Federal Reserve policy and a slowing economy? Join us as we discuss: Investment changes at The Trust Company of Tennessee to position client accounts for the future Investment themes we think will drive markets in 2023 Future return assumptions for stocks, bonds and real assets Steps to take for your ...

Are your investments positioned to navigate equity market volatility, current Federal Reserve policy and a slowing economy? Join us as we discuss: Investment changes at The Trust Company of Tennessee to position client accounts for the future Investment themes we think will drive markets in 2023 Future return assumptions for stocks, bonds and real assets Steps to take for your ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...