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X-WR-CALDESC:Events for The Trust Company of Tennessee
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DTSTART;TZID=America/New_York:20210824T130000
DTEND;TZID=America/New_York:20210824T143000
DTSTAMP:20210527T193902Z
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:20210517T212800Z
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:20210824T173000
DTEND;TZID=America/New_York:20210824T183000
DTSTAMP:20210712T213716Z
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:20210712T213716Z
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:20210826T100000
DTEND;TZID=America/New_York:20210826T110000
DTSTAMP:20210728T185452Z
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:20210610T153445Z
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
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