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DTSTART;TZID=America/New_York:20211026T130000
DTEND;TZID=America/New_York:20211026T143000
DTSTAMP:20210527T193959Z
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:20210517T213119Z
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:20211028T100000
DTEND;TZID=America/New_York:20211028T110000
DTSTAMP:20211008T212925Z
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:20210625T140119Z
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
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