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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211214T130000
DTEND;TZID=America/New_York:20211214T143000
DTSTAMP:20260615T053617
CREATED:20210517T213543Z
LAST-MODIFIED:20210517T213543Z
UID:10000139-1639486800-1639492200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Ethics Issues for Estate Planners Before the Engagement Begins
DESCRIPTION:Estate planners must have a working knowledge of and adhere to applicable rules of ethics even before rendering any services. Failure to do so could result in an engagement that is rife with multiple problems giving rise to severe problems for the client(s) and the planner. Among the pre-engagement issues that will receive our focused attention in this teleconference are the following: \n\nScreening Clients to Avoid Problems Before They Develop\nHonestly Discerning Whether You Have the Requisite Competence to Render Needed Services\nAscertaining Who You May Properly and Effectively Represent\nDesigning Engagement Letters\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-ethics-issues-for-estate-planners-before-the-engagement-begins-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:20211118T100000
DTEND;TZID=America/New_York:20211118T110000
DTSTAMP:20260615T053617
CREATED:20210625T141651Z
LAST-MODIFIED:20211105T133922Z
UID:10000079-1637229600-1637233200@thetrust.com
SUMMARY:Retirement Plan Academy: Higher taxes may be coming. What can you do?
DESCRIPTION:Are you concerned about possible tax increases? \nJoin us to discuss: \n\nWhere taxes are today\nPotential changes discussed by Congress\nTax provisions scheduled to sunset in the future\nStrategies you can pursue today\n\nSelect in-person or virtual participation during registration. \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 virtual and in-person 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-higher-taxes-may-be-coming/
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:20211118T100000
DTEND;TZID=America/New_York:20211118T110000
DTSTAMP:20260615T053617
CREATED:20210625T141651Z
LAST-MODIFIED:20210625T141651Z
UID:10000143-1637229600-1637233200@thetrust.com
SUMMARY:Retirement Plan Academy: Higher taxes may be coming. What can you do?
DESCRIPTION:Are you concerned about possible tax increases? \nJoin us to discuss: \n\nWhere taxes are today\nPotential changes discussed by Congress\nTax provisions scheduled to sunset in the future\nStrategies you can pursue today\n\nSelect in-person or virtual participation during registration. \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 virtual and in-person 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-higher-taxes-may-be-coming-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:20211116T130000
DTEND;TZID=America/New_York:20211116T143000
DTSTAMP:20260615T053617
CREATED:20210517T213334Z
LAST-MODIFIED:20210527T194036Z
UID:10000074-1637067600-1637073000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Dealing with a “Bad” Trustee
DESCRIPTION:Unfortunately\, some trusts\, even where the administrative and dispositive provisions are well-designed\, fail to operate as intended because the Trustee lacks the ability to be an effective fiduciary. The Trustee’s shortcomings may result from his or her having insufficient trust administration expertise and/or a confrontational attitude towards one or more of the beneficiaries. Depending on the nature and extent of the Trustee’s deficiencies\, resolving the situation may prove difficult. Considerations to be discussed in this teleconference include: \n\nDetermining Whether One or More Breaches of Fiduciary Duty Have Been Committed\nHow to Proceed if No Actionable Breach of Duty Has Occurred\nPossible Options for Improving Quality of Administration or Relationship With Beneficiaries\nRemoval and Replacement of Trustee\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nAdam Gusdorff’s practice focuses on litigation involving trusts\, estates\, guardianships\, and other fiduciary matters. He represents individual and corporate clients in a variety of Orphans’ Court and Register of Wills matters\, including will and trust interpretation cases\, trust modifications\, probate disputes\, will contests\, guardianship proceedings\, fiduciary surcharge actions and compensation disputes\, and matters involving charitable organizations. Although Adam focuses his practice on litigation\, he also has extensive experience in estate planning\, estate and trust administration\, and the formation of charitable organizations. He continues to advise individual and corporate fiduciaries regarding estate and trust administration issues. \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-dealing-with-a-bad-trustee/
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:20211116T130000
DTEND;TZID=America/New_York:20211116T143000
DTSTAMP:20260615T053617
CREATED:20210517T213334Z
LAST-MODIFIED:20210517T213334Z
UID:10000138-1637067600-1637073000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Dealing with a “Bad” Trustee
DESCRIPTION:Unfortunately\, some trusts\, even where the administrative and dispositive provisions are well-designed\, fail to operate as intended because the Trustee lacks the ability to be an effective fiduciary. The Trustee’s shortcomings may result from his or her having insufficient trust administration expertise and/or a confrontational attitude towards one or more of the beneficiaries. Depending on the nature and extent of the Trustee’s deficiencies\, resolving the situation may prove difficult. Considerations to be discussed in this teleconference include: \n\nDetermining Whether One or More Breaches of Fiduciary Duty Have Been Committed\nHow to Proceed if No Actionable Breach of Duty Has Occurred\nPossible Options for Improving Quality of Administration or Relationship With Beneficiaries\nRemoval and Replacement of Trustee\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nAdam Gusdorff’s practice focuses on litigation involving trusts\, estates\, guardianships\, and other fiduciary matters. He represents individual and corporate clients in a variety of Orphans’ Court and Register of Wills matters\, including will and trust interpretation cases\, trust modifications\, probate disputes\, will contests\, guardianship proceedings\, fiduciary surcharge actions and compensation disputes\, and matters involving charitable organizations. Although Adam focuses his practice on litigation\, he also has extensive experience in estate planning\, estate and trust administration\, and the formation of charitable organizations. He continues to advise individual and corporate fiduciaries regarding estate and trust administration issues. \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-dealing-with-a-bad-trustee-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:20211028T100000
DTEND;TZID=America/New_York:20211028T110000
DTSTAMP:20260615T053617
CREATED:20210625T140119Z
LAST-MODIFIED:20211008T212925Z
UID:10000078-1635415200-1635418800@thetrust.com
SUMMARY:Retirement Plan Academy: Supercharge Retirement with Non-Qualified Plans
DESCRIPTION:Have you wondered if deferred savings plans could benefit your organization? \nNon-qualified plans have long been a staple in Fortune 500 companies\, and small and mid-sized companies now are adding them as technology has allowed for more adoption. \nJoin us to discuss: \n\nWays to retain top executives through deferred compensation plans\nHow to improve 401(k) ADP testing with a “401(k) mirror plan”\nHow nonprofits use deferred compensation plans\nDeferred compensation plan case studies\n\nSelect in-person or virtual participation during registration. \nGuest Speaker\nWilliam E. Robinson\nERISA Attorney\, Baker Donelson \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 virtual and in-person 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-non-qualified-retirement-plans/
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:20211028T100000
DTEND;TZID=America/New_York:20211028T110000
DTSTAMP:20260615T053617
CREATED:20210625T140119Z
LAST-MODIFIED:20210625T140119Z
UID:10000142-1635415200-1635418800@thetrust.com
SUMMARY:Retirement Plan Academy: Supercharge Retirement with Non-Qualified Plans
DESCRIPTION:Have you wondered if deferred savings plans could benefit your organization? \nNon-qualified plans have long been a staple in Fortune 500 companies\, and small and mid-sized companies now are adding them as technology has allowed for more adoption. \nJoin us to discuss: \n\nWays to retain top executives through deferred compensation plans\nHow to improve 401(k) ADP testing with a “401(k) mirror plan”\nHow nonprofits use deferred compensation plans\nDeferred compensation plan case studies\n\nSelect in-person or virtual participation during registration. \nGuest Speaker\nWilliam E. Robinson\nERISA Attorney\, Baker Donelson \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 virtual and in-person 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-non-qualified-retirement-plans-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:20211026T130000
DTEND;TZID=America/New_York:20211026T143000
DTSTAMP:20260615T053617
CREATED:20210517T213119Z
LAST-MODIFIED:20210527T193959Z
UID:10000073-1635253200-1635258600@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Avoiding the Future Disruption of an Estate Plan
DESCRIPTION:A provision in a trust instrument saying the trust is irrevocable\, or the irrevocable nature of a trust because of the death of the settlor\, may\, in 2021\, be a mere minor impediment to making changes to the trust. Furthermore\, a surviving spouse or beneficiaries who are unhappy with the terms of a decedent’s estate plan may launch a frontal assault on the plan. There are steps that can be taken to prevent or dissuade frivolous or vengeful actions by disgruntled parties and to help ensure a client’s carefully constructed estate plan is preserved intact. This teleconference will highlight the following strategies: \n\nTrust Instrument Provisions Designed Specifically to Limit Decanting and Changes Under the Uniform Trust Code and Similar Laws\nMarital and Cohabitation Agreements\nDrafting and Enforcing No Contest Clauses\nMediation and Arbitration Provisions\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-avoiding-the-future-disruption-of-an-estate-plan/
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:20211026T130000
DTEND;TZID=America/New_York:20211026T143000
DTSTAMP:20260615T053617
CREATED:20210517T213119Z
LAST-MODIFIED:20210517T213119Z
UID:10000137-1635253200-1635258600@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Avoiding the Future Disruption of an Estate Plan
DESCRIPTION:A provision in a trust instrument saying the trust is irrevocable\, or the irrevocable nature of a trust because of the death of the settlor\, may\, in 2021\, be a mere minor impediment to making changes to the trust. Furthermore\, a surviving spouse or beneficiaries who are unhappy with the terms of a decedent’s estate plan may launch a frontal assault on the plan. There are steps that can be taken to prevent or dissuade frivolous or vengeful actions by disgruntled parties and to help ensure a client’s carefully constructed estate plan is preserved intact. This teleconference will highlight the following strategies: \n\nTrust Instrument Provisions Designed Specifically to Limit Decanting and Changes Under the Uniform Trust Code and Similar Laws\nMarital and Cohabitation Agreements\nDrafting and Enforcing No Contest Clauses\nMediation and Arbitration Provisions\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-avoiding-the-future-disruption-of-an-estate-plan-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:20210923T100000
DTEND;TZID=America/New_York:20210923T110000
DTSTAMP:20260615T053617
CREATED:20210610T153344Z
LAST-MODIFIED:20210905T205505Z
UID:10000076-1632391200-1632394800@thetrust.com
SUMMARY:Retirement Plan Academy: Does Your Retirement Plan Help Recruit\, Retain and Reward Employees?
DESCRIPTION:Are you having difficulty hiring new candidates or retaining existing employees? Your retirement plan could be a critical component of your benefits package to differentiate your company in today’s competitive job market. \nJoin us to discuss: \n\nBenchmarking your plan’s features against industry peers\nIdentifying if plan fees are appropriate for your size\nUnderstanding if plan investments are competitive\nEnhancing your plan with current trends\n\nSelect in-person or virtual participation during registration. \nGuest Speaker\nJosh Itzoe\nFounder and CEO\, FiduciaryWor(k)s \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 virtual and in-person 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-hsa-as-a-savings-vehicle/
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:20210923T100000
DTEND;TZID=America/New_York:20210923T110000
DTSTAMP:20260615T053617
CREATED:20210610T153344Z
LAST-MODIFIED:20210610T153344Z
UID:10000141-1632391200-1632394800@thetrust.com
SUMMARY:Retirement Plan Academy: Does Your Retirement Plan Help Recruit\, Retain and Reward Employees?
DESCRIPTION:Are you having difficulty hiring new candidates or retaining existing employees? Your retirement plan could be a critical component of your benefits package to differentiate your company in today’s competitive job market. \nJoin us to discuss: \n\nBenchmarking your plan’s features against industry peers\nIdentifying if plan fees are appropriate for your size\nUnderstanding if plan investments are competitive\nEnhancing your plan with current trends\n\nSelect in-person or virtual participation during registration. \nGuest Speaker\nJosh Itzoe\nFounder and CEO\, FiduciaryWor(k)s \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 virtual and in-person 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-hsa-as-a-savings-vehicle-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:20210921T130000
DTEND;TZID=America/New_York:20210921T143000
DTSTAMP:20260615T053617
CREATED:20210517T212941Z
LAST-MODIFIED:20210527T193932Z
UID:10000072-1632229200-1632234600@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Directed Trusts: Risks and Liabilities
DESCRIPTION:Directed trusts\, largely unknown in the United States just a few decades ago\, are becoming increasingly 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 will 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 with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-directed-trusts-risks-and-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:20210921T130000
DTEND;TZID=America/New_York:20210921T143000
DTSTAMP:20260615T053617
CREATED:20210517T212941Z
LAST-MODIFIED:20210517T212941Z
UID:10000136-1632229200-1632234600@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Directed Trusts: Risks and Liabilities
DESCRIPTION:Directed trusts\, largely unknown in the United States just a few decades ago\, are becoming increasingly 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 will 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 with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-directed-trusts-risks-and-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:20210826T100000
DTEND;TZID=America/New_York:20210826T110000
DTSTAMP:20260615T053617
CREATED:20210610T153445Z
LAST-MODIFIED:20210728T185452Z
UID:10000077-1629972000-1629975600@thetrust.com
SUMMARY:Retirement Plan Academy: How the SECURE Act 2.0 Could Impact Your Retirement Plan
DESCRIPTION:Join us to review how the proposed changes under SECURE Act 2.0 could impact retirement plans and the differences between the House and Senate bills. \nDan Notto\, ERISA strategist with J.P. Morgan Asset Management\, is guest speaker. \nSelect in-person or virtual participation during registration. \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 virtual and in-person 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-non-qualified-plans/
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:20210826T100000
DTEND;TZID=America/New_York:20210826T110000
DTSTAMP:20260615T053617
CREATED:20210610T153445Z
LAST-MODIFIED:20210610T153445Z
UID:10000140-1629972000-1629975600@thetrust.com
SUMMARY:Retirement Plan Academy: How the SECURE Act 2.0 Could Impact Your Retirement Plan
DESCRIPTION:Join us to review how the proposed changes under SECURE Act 2.0 could impact retirement plans and the differences between the House and Senate bills. \nDan Notto\, ERISA strategist with J.P. Morgan Asset Management\, is guest speaker. \nSelect in-person or virtual participation during registration. \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 virtual and in-person 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-non-qualified-plans-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:20210824T173000
DTEND;TZID=America/New_York:20210824T183000
DTSTAMP:20260615T053617
CREATED:20210712T213716Z
LAST-MODIFIED:20210712T213716Z
UID:10000080-1629826200-1629829800@thetrust.com
SUMMARY:Principles for Endowment Management and Investing
DESCRIPTION:Managing and investing endowments comes with distinct rules. Join us for a discussion about responsibilities and best practices for nonprofit investment committees. \nContinuing Professional Education (CPE) recertification credits are included. \nLimited in-person participation is limited and will start with wine\, beer and hors d’oeuvres at 5 p.m. The program will start at 5:30 p.m. \nSelect in-person or virtual participation during registration. \nSpeaker\nMiranda Carr\, CFP®\, is Chief Investment Officer for The Trust Company of Tennessee.
URL:https://thetrust.com/event/principles-for-endowment-management-and-investing/
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/2021/07/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Principles-for-Endowment-Management-and-Investing-copy.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210824T173000
DTEND;TZID=America/New_York:20210824T183000
DTSTAMP:20260615T053617
CREATED:20210712T213716Z
LAST-MODIFIED:20210712T213716Z
UID:10000148-1629826200-1629829800@thetrust.com
SUMMARY:Principles for Endowment Management and Investing
DESCRIPTION:Managing and investing endowments comes with distinct rules. Join us for a discussion about responsibilities and best practices for nonprofit investment committees. \nContinuing Professional Education (CPE) recertification credits are included. \nLimited in-person participation is limited and will start with wine\, beer and hors d’oeuvres at 5 p.m. The program will start at 5:30 p.m. \nSelect in-person or virtual participation during registration. \nSpeaker\nMiranda Carr\, CFP®\, is Chief Investment Officer for The Trust Company of Tennessee.
URL:https://thetrust.com/event/principles-for-endowment-management-and-investing-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/2021/07/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Principles-for-Endowment-Management-and-Investing-copy.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210824T130000
DTEND;TZID=America/New_York:20210824T143000
DTSTAMP:20260615T053617
CREATED:20210517T212800Z
LAST-MODIFIED:20210527T193902Z
UID:10000071-1629810000-1629815400@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Balancing Income Tax Planning and Estate Tax Planning
DESCRIPTION:Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country’s political and economic climate. Far more often than not\, when an estate planner designs a plan\, the planner doesn’t know what the tax laws will look like when the plan is implemented. In addition\, in some cases\, the composition and aggregate value of a client’s estate changes materially between the time when estate planning documents were signed and the client’s death. Thus\, building flexibility into estate plans so that post-death decisions can be made to minimize estate tax\, or income tax\, as appropriate\, is paramount. In this teleconference\, we will focus on: \n\nPortability and Clayton QTIP Trusts\nUsing General Powers of Appointment and Other Strategies to Achieve Basis Step-Up\nDesign and Uses of Long-Term Multigenerational Trusts\nMinimizing Trust-Level Income Taxes\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-balancing-income-tax-planning-and-estate-tax-planning/
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:20210824T130000
DTEND;TZID=America/New_York:20210824T143000
DTSTAMP:20260615T053617
CREATED:20210517T212800Z
LAST-MODIFIED:20210517T212800Z
UID:10000135-1629810000-1629815400@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Balancing Income Tax Planning and Estate Tax Planning
DESCRIPTION:Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country’s political and economic climate. Far more often than not\, when an estate planner designs a plan\, the planner doesn’t know what the tax laws will look like when the plan is implemented. In addition\, in some cases\, the composition and aggregate value of a client’s estate changes materially between the time when estate planning documents were signed and the client’s death. Thus\, building flexibility into estate plans so that post-death decisions can be made to minimize estate tax\, or income tax\, as appropriate\, is paramount. In this teleconference\, we will focus on: \n\nPortability and Clayton QTIP Trusts\nUsing General Powers of Appointment and Other Strategies to Achieve Basis Step-Up\nDesign and Uses of Long-Term Multigenerational Trusts\nMinimizing Trust-Level Income Taxes\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-balancing-income-tax-planning-and-estate-tax-planning-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-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210727T130000
DTEND;TZID=America/New_York:20210727T143000
DTSTAMP:20260615T053617
CREATED:20210517T212610Z
LAST-MODIFIED:20210527T193827Z
UID:10000070-1627390800-1627396200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Estate Planning for the Disabled and Aging Population
DESCRIPTION:Amazing advances in medical science have given people the prospect of ever-increasing longevity. The accompanying difficulty\, however\, is that folks living to an advanced age face a greater possibility of becoming disabled before death. Estate planners must contend with a unique\, additional layer of complexity in representing clients who are getting older and whose acuity may be waning or who have an intended beneficiary who is disabled. We will review the following issues and challenges that are of particular interest and relevance in this context: \n\nFinancial Elder Abuse\nTestamentary Capacity and Undue Influence\nDesign and Efficacy of Revocable Trusts\, Durable Powers of Attorney and Advance Directives\nDesigning and Administering Special Needs Trusts\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nKim D. Fetrow is a partner of the law firm of Heckscher\, Teillon\, Terrill & Sager\, a firm which is devoted entirely to the practice of trust and estate related law. Kim’s practice includes all aspects of estate\, guardianship and trust planning and administration\, particularly in the area of estate planning for individuals with disabilities\, including special needs trusts. She is a Fellow of the American College of Trust and Estate Counsel\, is a Pennsylvania “Super Lawyer\,” is listed in the Best Lawyers of America\, and is a frequent lecturer on trust and estate related topics. Kim joins us today from her suburban Philadelphia\, Pennsylvania office. \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-estate-planning-for-the-disabled-and-aging-population/
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:20210727T130000
DTEND;TZID=America/New_York:20210727T143000
DTSTAMP:20260615T053617
CREATED:20210517T212610Z
LAST-MODIFIED:20210517T212610Z
UID:10000134-1627390800-1627396200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Estate Planning for the Disabled and Aging Population
DESCRIPTION:Amazing advances in medical science have given people the prospect of ever-increasing longevity. The accompanying difficulty\, however\, is that folks living to an advanced age face a greater possibility of becoming disabled before death. Estate planners must contend with a unique\, additional layer of complexity in representing clients who are getting older and whose acuity may be waning or who have an intended beneficiary who is disabled. We will review the following issues and challenges that are of particular interest and relevance in this context: \n\nFinancial Elder Abuse\nTestamentary Capacity and Undue Influence\nDesign and Efficacy of Revocable Trusts\, Durable Powers of Attorney and Advance Directives\nDesigning and Administering Special Needs Trusts\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nKim D. Fetrow is a partner of the law firm of Heckscher\, Teillon\, Terrill & Sager\, a firm which is devoted entirely to the practice of trust and estate related law. Kim’s practice includes all aspects of estate\, guardianship and trust planning and administration\, particularly in the area of estate planning for individuals with disabilities\, including special needs trusts. She is a Fellow of the American College of Trust and Estate Counsel\, is a Pennsylvania “Super Lawyer\,” is listed in the Best Lawyers of America\, and is a frequent lecturer on trust and estate related topics. Kim joins us today from her suburban Philadelphia\, Pennsylvania office. \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-estate-planning-for-the-disabled-and-aging-population-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:20210622T130000
DTEND;TZID=America/New_York:20210622T143000
DTSTAMP:20260615T053617
CREATED:20210517T212414Z
LAST-MODIFIED:20210527T193753Z
UID:10000069-1624366800-1624372200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: No Good Deed Goes Unpunished (Ethics)
DESCRIPTION:Estate planning professionals\, in an honest and zealous attempt to give their clients the best possible service\, sometimes get tripped up by ethics rules. A service provider who has a solid understanding of the applicable rules and engages in more than momentary reflection on the situation at hand before acting can avoid ethics rules violations\, and possible civil liability\, without diminishing client service. The subjects to be discussed in this teleconference will include: \n\nConcurrent Representation of Spouses and Other Family Members\nPlanning for a Client’s Possible Eventual Incapacity\nSafekeeping of a Client’s Original Estate Planning Documents\nDisclosure of a Disabled Client’s Confidential Information\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-no-good-deed-goes-unpunished-ethics/
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:20210622T130000
DTEND;TZID=America/New_York:20210622T143000
DTSTAMP:20260615T053617
CREATED:20210517T212414Z
LAST-MODIFIED:20210517T212414Z
UID:10000133-1624366800-1624372200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: No Good Deed Goes Unpunished (Ethics)
DESCRIPTION:Estate planning professionals\, in an honest and zealous attempt to give their clients the best possible service\, sometimes get tripped up by ethics rules. A service provider who has a solid understanding of the applicable rules and engages in more than momentary reflection on the situation at hand before acting can avoid ethics rules violations\, and possible civil liability\, without diminishing client service. The subjects to be discussed in this teleconference will include: \n\nConcurrent Representation of Spouses and Other Family Members\nPlanning for a Client’s Possible Eventual Incapacity\nSafekeeping of a Client’s Original Estate Planning Documents\nDisclosure of a Disabled Client’s Confidential Information\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-no-good-deed-goes-unpunished-ethics-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:20210527T100000
DTEND;TZID=America/New_York:20210527T110000
DTSTAMP:20260615T053617
CREATED:20210505T185509Z
LAST-MODIFIED:20210525T181011Z
UID:10000063-1622109600-1622113200@thetrust.com
SUMMARY:Retirement Plan Academy: Employee Education and Advice
DESCRIPTION:Do you want to learn more about the retirement plan advisor position and the active role that advisors should play with participants? Join us to discuss: \n\nImportance of retirement plan advisor role\nCurrent industry trends on educating and advising plan participants\nWhat employees most appreciate from the employee-plan provider relationship\n\nSelect in-person or virtual participation during registration. \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 virtual and in-person 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-employee-education-and-advice/
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:20210527T100000
DTEND;TZID=America/New_York:20210527T110000
DTSTAMP:20260615T053617
CREATED:20210505T185509Z
LAST-MODIFIED:20210505T185509Z
UID:10000130-1622109600-1622113200@thetrust.com
SUMMARY:Retirement Plan Academy: Employee Education and Advice
DESCRIPTION:Do you want to learn more about the retirement plan advisor position and the active role that advisors should play with participants? Join us to discuss: \n\nImportance of retirement plan advisor role\nCurrent industry trends on educating and advising plan participants\nWhat employees most appreciate from the employee-plan provider relationship\n\nSelect in-person or virtual participation during registration. \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 virtual and in-person 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-employee-education-and-advice-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:20210525T130000
DTEND;TZID=America/New_York:20210525T143000
DTSTAMP:20260615T053617
CREATED:20210517T212134Z
LAST-MODIFIED:20210525T181222Z
UID:10000067-1621947600-1621953000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Trust Situs and Governing Law Considerations
DESCRIPTION:There is a wide variety of trust laws among the states and the District of Columbia with their respective good and bad aspects – depending on one’s point of view. Estate planning professionals need to be cognizant of the fact that a trust’s situs and governing law\, whether as originally established or later validly changed\, will often have significant impact on how certain language in the trust instrument is interpreted\, how the trust is administered and the extent to which the trust’s objectives are able to be achieved. This teleconference will highlight: \n\nThe Meaning of “Situs” and “Principal Place of Administration”\nSpecific Results That May Flow from a Trust’s Situs and Its Governing Law\nSelecting or Determining a Trust’s Governing Law and Situs\nEstablishing a Trust in a Target Jurisdiction or Moving it to a Target Jurisdiction\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-trust-situs-and-governing-law-considerations/
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:20210525T130000
DTEND;TZID=America/New_York:20210525T143000
DTSTAMP:20260615T053617
CREATED:20210517T212134Z
LAST-MODIFIED:20210517T212134Z
UID:10000132-1621947600-1621953000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Trust Situs and Governing Law Considerations
DESCRIPTION:There is a wide variety of trust laws among the states and the District of Columbia with their respective good and bad aspects – depending on one’s point of view. Estate planning professionals need to be cognizant of the fact that a trust’s situs and governing law\, whether as originally established or later validly changed\, will often have significant impact on how certain language in the trust instrument is interpreted\, how the trust is administered and the extent to which the trust’s objectives are able to be achieved. This teleconference will highlight: \n\nThe Meaning of “Situs” and “Principal Place of Administration”\nSpecific Results That May Flow from a Trust’s Situs and Its Governing Law\nSelecting or Determining a Trust’s Governing Law and Situs\nEstablishing a Trust in a Target Jurisdiction or Moving it to a Target Jurisdiction\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-trust-situs-and-governing-law-considerations-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-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210429T100000
DTEND;TZID=America/New_York:20210429T110000
DTSTAMP:20260615T053617
CREATED:20210421T171218Z
LAST-MODIFIED:20210525T181139Z
UID:10000061-1619690400-1619694000@thetrust.com
SUMMARY:Retirement Plan Academy: Student Loans as a Retirement Benefit
DESCRIPTION:Are you looking for innovative ways to stand out as an employer or reduce employee turnover? Join us on Thursday\, April 29th to discuss \n\nStudent loan options that help you differentiate your company in employee recruiting and retention\nPrograms that allow companies to help employees pay down student loans \nAn example of one company that provides a 401(k) match to employees paying student loans\nLegislation linking retirement plans and student loans\n\nSelect in-person or virtual participation during registration. \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 virtual and in-person 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-student-loans-as-a-retirement-benefit/
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:20210429T100000
DTEND;TZID=America/New_York:20210429T110000
DTSTAMP:20260615T053617
CREATED:20210421T171218Z
LAST-MODIFIED:20210421T171218Z
UID:10000129-1619690400-1619694000@thetrust.com
SUMMARY:Retirement Plan Academy: Student Loans as a Retirement Benefit
DESCRIPTION:Are you looking for innovative ways to stand out as an employer or reduce employee turnover? Join us on Thursday\, April 29th to discuss \n\nStudent loan options that help you differentiate your company in employee recruiting and retention\nPrograms that allow companies to help employees pay down student loans \nAn example of one company that provides a 401(k) match to employees paying student loans\nLegislation linking retirement plans and student loans\n\nSelect in-person or virtual participation during registration. \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 virtual and in-person 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-student-loans-as-a-retirement-benefit-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:20210427T130000
DTEND;TZID=America/New_York:20210427T143000
DTSTAMP:20260615T053617
CREATED:20210517T211805Z
LAST-MODIFIED:20210525T181115Z
UID:10000065-1619528400-1619533800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Administration of Non-Standard Trust Investments
DESCRIPTION:The bane of many a Trustee’s existence is the responsibility and potential liability associated with holding\, and perhaps having to dispose of\, trust property that does not readily lend itself to routine trust administration. Such types of trust property include various types of tangible personal property\, various categories of real estate\, closely-held business equity\, mineral interests\, intellectual property\, digital assets and even concentrations of traditional trust assets. In addition to the practical administrative challenges the Trustee faces in handling unusual trust investments\, the Trustee may also be confronted with conflicting demands from beneficiaries regarding those investments. In this teleconference\, we will introduce and evaluate the following topics: \n\nThe Uniform Prudent Investor Act and a Trustee’s Duty of Diversification\nUnique Challenges Arising from Holding a Closely-Held Business Interest\nTrust Assets Not in Trustee’s Physical Possession or Direct Control\nSteps to Mitigate Risk\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-administration-of-non-standard-trust-investments/
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