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DTSTART;TZID=America/New_York:20230919T130000
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DTSTAMP:20230302T204759Z
CREATED:20221116T191441Z
LAST-MODIFIED:20230302T204759Z
UID:10000100-1695128400-1695133800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Gift and Estate Tax Black Holes
DESCRIPTION:Planning to avoid\, or at least minimize\, gift and estate taxes can be daunting. That statement has never been truer than it is in 2023. The IRS often challenges tax benefits claimed by taxpayers implementing new or revised estate planning techniques and strategies and sometimes even formulates new theories by which to undermine or eliminate more traditional tax planning approaches. This teleconference will focus on the following: \n\nEmerging problems with GRATs\nStep transaction and valuation nightmares\nGift tax consequences of trust modifications\, premature terminations and decanting\nMismatch between gross estate inclusion and marital or charitable deduction amounts\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \nAbout Cannon Estate Planning Teleconferences\nCannon Estate Planning Teleconference Series is a teleconference on Wealth Management and Estate Planning topics. \nThe industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-gift-and-estate-tax-black-holes/
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:20230919T130000
DTEND;TZID=America/New_York:20230919T143000
DTSTAMP:20221116T191441Z
CREATED:20221116T191441Z
LAST-MODIFIED:20221116T191441Z
UID:10000168-1695128400-1695133800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Gift and Estate Tax Black Holes
DESCRIPTION:Planning to avoid\, or at least minimize\, gift and estate taxes can be daunting. That statement has never been truer than it is in 2023. The IRS often challenges tax benefits claimed by taxpayers implementing new or revised estate planning techniques and strategies and sometimes even formulates new theories by which to undermine or eliminate more traditional tax planning approaches. This teleconference will focus on the following: \n\nEmerging problems with GRATs\nStep transaction and valuation nightmares\nGift tax consequences of trust modifications\, premature terminations and decanting\nMismatch between gross estate inclusion and marital or charitable deduction amounts\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \nAbout Cannon Estate Planning Teleconferences\nCannon Estate Planning Teleconference Series is a teleconference on Wealth Management and Estate Planning topics. \nThe industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-gift-and-estate-tax-black-holes-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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