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DTSTART;TZID=America/New_York:20211116T130000
DTEND;TZID=America/New_York:20211116T143000
DTSTAMP:20210527T194036Z
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:20210517T213334Z
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:20211118T100000
DTEND;TZID=America/New_York:20211118T110000
DTSTAMP:20211105T133922Z
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:20210625T141651Z
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
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