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DTSTART;TZID=America/New_York:20221213T130000
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DTSTAMP:20211122T180134Z
CREATED:20211122T180134Z
LAST-MODIFIED:20211122T180134Z
UID:10000086-1670936400-1670941800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals
DESCRIPTION:The world of estate planning and trust administration is fraught with a variety of landmines\, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law. In this teleconference\, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention: \n\nDuty to File Amended Tax Returns\nRecognizing and Steering Clear of Tax Return Preparer Penalties\nHazards for a Lawyer in Representing Co-Trustees or a Trustee and Beneficiaries\nPropriety of Seeking Releases from Beneficiaries When Making Distributions or Terminating Trust\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-assorted-ethics-based-and-related-legal-conundrums-for-estate-professionals/
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221213T130000
DTEND;TZID=America/New_York:20221213T143000
DTSTAMP:20211122T180134Z
CREATED:20211122T180134Z
LAST-MODIFIED:20211122T180134Z
UID:10000154-1670936400-1670941800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals
DESCRIPTION:The world of estate planning and trust administration is fraught with a variety of landmines\, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law. In this teleconference\, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention: \n\nDuty to File Amended Tax Returns\nRecognizing and Steering Clear of Tax Return Preparer Penalties\nHazards for a Lawyer in Representing Co-Trustees or a Trustee and Beneficiaries\nPropriety of Seeking Releases from Beneficiaries When Making Distributions or Terminating Trust\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-assorted-ethics-based-and-related-legal-conundrums-for-estate-professionals-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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