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DTSTART;TZID=America/New_York:20220920T130000
DTEND;TZID=America/New_York:20220920T143000
DTSTAMP:20211122T175706Z
CREATED:20211122T175706Z
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UID:10000084-1663678800-1663684200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Mechanics and Strategies for Resolving Trust Disputes
DESCRIPTION:A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately\, under the laws of most jurisdictions\, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This teleconference will focus on the following: \n\nUsing Virtual Representation\nBeneficiary Waivers\, Consents and Releases\nTrust Modifications\, Premature Terminations and Decanting\nIdentifying and Avoiding Adverse Tax Consequences in Settling Trust Disputes\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. 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. \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-mechanics-and-strategies-for-resolving-trust-disputes/
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
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DTSTART;TZID=America/New_York:20220920T130000
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DTSTAMP:20211122T175706Z
CREATED:20211122T175706Z
LAST-MODIFIED:20211122T175706Z
UID:10000152-1663678800-1663684200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Mechanics and Strategies for Resolving Trust Disputes
DESCRIPTION:A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately\, under the laws of most jurisdictions\, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This teleconference will focus on the following: \n\nUsing Virtual Representation\nBeneficiary Waivers\, Consents and Releases\nTrust Modifications\, Premature Terminations and Decanting\nIdentifying and Avoiding Adverse Tax Consequences in Settling Trust Disputes\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. 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. \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-mechanics-and-strategies-for-resolving-trust-disputes-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
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