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Newsletter | Winter 2015

January 19, 2015 by The Trust Company of Tennessee

Volume 18 | Issue 1 | Winter 2015

In this Issue:

  • Leadership Letter – Expect Disruption
  • Special Needs Trusts
  • Community Spotlight 
  • Holiday Open Houses
  • Employee Spotlight – William Walker
  • Recipe – Reuben Soup

Leadership Letter

Jack Davidson, CPA Senior Tax Manager, Trust Officer

 

Expect Disruptions

When Cousin Eddie showed up at Clark Griswold’s home just before Christmas, he made quite a splash. The long-awaited celebration of the lighting of the perfect “Griswold Family Christmas” tree was disrupted by the distant family member, his RV, and a drooling dog. Clark’s detailed vision of an “Old Fashioned Family Christmas” didn’t include the nomadic Cousin Eddie, but Clark should have known better. Cousin Eddies abound.

Our family lives may not have the same level of drama and humor as the Griswolds in Nation Lampoon’s Christmas Vacation, but we can all relate to unexpected disruptions. Life happens, and “THE PLAN” becomes obsolete. We have to adjust. Read More

Financial Planning – Special Needs Trusts

kim-cochrane-hover

Kim Cochrane, CPA, CTFA Assistant Vice President | Trust Officer

Parents Whose Children Have Disabilities Face Financial Challenges Too

Parents of children with disabilities are often faced with a dilemma: If they leave assets directly to their disabled child, he or she will not qualify for most government benefit programs, like Supplemental Security Income (SSI) and/or Medicaid. Yet disinheriting the child is not an acceptable option. While certain assets such as a house, car or other personal effects may not affect eligibility, assets such as cash and investments can disqualify an individual from benefits. To avoid some of these problems, you may consider creating a “special needs trust” in your will. Read More

Community Spotlight

The Trust Company is so fortunate to have a devoted team of employees who generously give their time, talents and treasure to our community.  Proudly displayed here are the organizations that our staff serves on boards and committees to support.logos

Happy Holidays!

holidaysThanks for joining us for our two Holiday Open Houses in Knoxville and Chattanooga.

Employee Spotlight

WILLIAM WALKERWe are pleased to announce William Walker, JD as a new Trust Administrator for our Chattanooga office. William is an attorney with estate planning experience. Before joining The Trust Company, he founded and operated Walker Trust & Estate PLLC. William earned a Bachelor of Business Administration degree in Business Management from East Tennessee State University followed by a Juris Doctorate from Faulkner University in Montgomery, Alabama. William is a member of the Tennessee State Bar Association and an active member of the Estate Planning Division of the American Bar Association.

 

 

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