The Trust Company of Tennessee

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 […]

Are you having difficulty hiring new candidates or retaining existing employees? Your retirement plan could be a critical component of your benefits package to differentiate your company in today’s competitive job market. Join us to discuss: Benchmarking your plan’s features against industry peers Identifying if plan fees are appropriate for your size Understanding if plan […]

Directed trusts, largely unknown in the United States just a few decades ago, are becoming increasingly common. Many states have adopted statutes to establish a framework for the operation of directed trusts, and courts are sometimes called upon to resolve messy disputes among trust protectors, Trustees and beneficiaries. We will discuss the unique drafting challenges, […]

Join us to review how the proposed changes under SECURE Act 2.0 could impact retirement plans and the differences between the House and Senate bills. Dan Notto, ERISA strategist with J.P. Morgan Asset Management, is guest speaker. Select in-person or virtual participation during registration. About Retirement Plan Academy Employers must appropriately manage retirement plans on […]

Managing and investing endowments comes with distinct rules. Join us for a discussion about responsibilities and best practices for nonprofit investment committees.

Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country's political and economic climate. Far more often than not, when an estate planner designs a plan, the planner doesn't know what the tax laws will look like when the plan is implemented. […]

Amazing advances in medical science have given people the prospect of ever-increasing longevity. The accompanying difficulty, however, is that folks living to an advanced age face a greater possibility of becoming disabled before death. Estate planners must contend with a unique, additional layer of complexity in representing clients who are getting older and whose acuity […]

Estate planning professionals, in an honest and zealous attempt to give their clients the best possible service, sometimes get tripped up by ethics rules. A service provider who has a solid understanding of the applicable rules and engages in more than momentary reflection on the situation at hand before acting can avoid ethics rules violations, […]

Do you want to learn more about the retirement plan advisor position and the active role that advisors should play with participants? Join us to discuss: Importance of retirement plan advisor role Current industry trends on educating and advising plan participants What employees most appreciate from the employee-plan provider relationship Select in-person or virtual participation […]

There is a wide variety of trust laws among the states and the District of Columbia with their respective good and bad aspects – depending on one's point of view. Estate planning professionals need to be cognizant of the fact that a trust's situs and governing law, whether as originally established or later validly changed, […]

Are you looking for innovative ways to stand out as an employer or reduce employee turnover? Join us on Thursday, April 29th to discuss Student loan options that help you differentiate your company in employee recruiting and retention Programs that allow companies to help employees pay down student loans An example of one company that […]

The bane of many a Trustee's existence is the responsibility and potential liability associated with holding, and perhaps having to dispose of, trust property that does not readily lend itself to routine trust administration. Such types of trust property include various types of tangible personal property, various categories of real estate, closely-held business equity, mineral […]