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DTSTART;TZID=America/New_York:20210921T130000
DTEND;TZID=America/New_York:20210921T143000
DTSTAMP:20210527T193932Z
CREATED:20210517T212941Z
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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:20210517T212941Z
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:20210923T100000
DTEND;TZID=America/New_York:20210923T110000
DTSTAMP:20210905T205505Z
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:20210610T153344Z
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
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