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DTSTART;TZID=America/New_York:20210824T173000
DTEND;TZID=America/New_York:20210824T183000
DTSTAMP:20210712T213716Z
CREATED:20210712T213716Z
LAST-MODIFIED:20210712T213716Z
UID:10000080-1629826200-1629829800@thetrust.com
SUMMARY:Principles for Endowment Management and Investing
DESCRIPTION:Managing and investing endowments comes with distinct rules. Join us for a discussion about responsibilities and best practices for nonprofit investment committees. \nContinuing Professional Education (CPE) recertification credits are included. \nLimited in-person participation is limited and will start with wine\, beer and hors d’oeuvres at 5 p.m. The program will start at 5:30 p.m. \nSelect in-person or virtual participation during registration. \nSpeaker\nMiranda Carr\, CFP®\, is Chief Investment Officer for The Trust Company of Tennessee.
URL:https://thetrust.com/event/principles-for-endowment-management-and-investing/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2021/07/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Principles-for-Endowment-Management-and-Investing-copy.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210824T130000
DTEND;TZID=America/New_York:20210824T143000
DTSTAMP:20210517T212800Z
CREATED:20210517T212800Z
LAST-MODIFIED:20210517T212800Z
UID:10000135-1629810000-1629815400@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Balancing Income Tax Planning and Estate Tax Planning
DESCRIPTION: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. In addition\, in some cases\, the composition and aggregate value of a client’s estate changes materially between the time when estate planning documents were signed and the client’s death. Thus\, building flexibility into estate plans so that post-death decisions can be made to minimize estate tax\, or income tax\, as appropriate\, is paramount. In this teleconference\, we will focus on: \n\nPortability and Clayton QTIP Trusts\nUsing General Powers of Appointment and Other Strategies to Achieve Basis Step-Up\nDesign and Uses of Long-Term Multigenerational Trusts\nMinimizing Trust-Level Income Taxes\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-balancing-income-tax-planning-and-estate-tax-planning-3/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210824T130000
DTEND;TZID=America/New_York:20210824T143000
DTSTAMP:20210527T193902Z
CREATED:20210517T212800Z
LAST-MODIFIED:20210527T193902Z
UID:10000071-1629810000-1629815400@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Balancing Income Tax Planning and Estate Tax Planning
DESCRIPTION: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. In addition\, in some cases\, the composition and aggregate value of a client’s estate changes materially between the time when estate planning documents were signed and the client’s death. Thus\, building flexibility into estate plans so that post-death decisions can be made to minimize estate tax\, or income tax\, as appropriate\, is paramount. In this teleconference\, we will focus on: \n\nPortability and Clayton QTIP Trusts\nUsing General Powers of Appointment and Other Strategies to Achieve Basis Step-Up\nDesign and Uses of Long-Term Multigenerational Trusts\nMinimizing Trust-Level Income Taxes\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-balancing-income-tax-planning-and-estate-tax-planning/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210727T130000
DTEND;TZID=America/New_York:20210727T143000
DTSTAMP:20210517T212610Z
CREATED:20210517T212610Z
LAST-MODIFIED:20210517T212610Z
UID:10000134-1627390800-1627396200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Estate Planning for the Disabled and Aging Population
DESCRIPTION: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 may be waning or who have an intended beneficiary who is disabled. We will review the following issues and challenges that are of particular interest and relevance in this context: \n\nFinancial Elder Abuse\nTestamentary Capacity and Undue Influence\nDesign and Efficacy of Revocable Trusts\, Durable Powers of Attorney and Advance Directives\nDesigning and Administering Special Needs Trusts\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nKim D. Fetrow is a partner of the law firm of Heckscher\, Teillon\, Terrill & Sager\, a firm which is devoted entirely to the practice of trust and estate related law. Kim’s practice includes all aspects of estate\, guardianship and trust planning and administration\, particularly in the area of estate planning for individuals with disabilities\, including special needs trusts. She is a Fellow of the American College of Trust and Estate Counsel\, is a Pennsylvania “Super Lawyer\,” is listed in the Best Lawyers of America\, and is a frequent lecturer on trust and estate related topics. Kim joins us today from her suburban Philadelphia\, Pennsylvania office. \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-estate-planning-for-the-disabled-and-aging-population-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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210727T130000
DTEND;TZID=America/New_York:20210727T143000
DTSTAMP:20210527T193827Z
CREATED:20210517T212610Z
LAST-MODIFIED:20210527T193827Z
UID:10000070-1627390800-1627396200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Estate Planning for the Disabled and Aging Population
DESCRIPTION: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 may be waning or who have an intended beneficiary who is disabled. We will review the following issues and challenges that are of particular interest and relevance in this context: \n\nFinancial Elder Abuse\nTestamentary Capacity and Undue Influence\nDesign and Efficacy of Revocable Trusts\, Durable Powers of Attorney and Advance Directives\nDesigning and Administering Special Needs Trusts\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nKim D. Fetrow is a partner of the law firm of Heckscher\, Teillon\, Terrill & Sager\, a firm which is devoted entirely to the practice of trust and estate related law. Kim’s practice includes all aspects of estate\, guardianship and trust planning and administration\, particularly in the area of estate planning for individuals with disabilities\, including special needs trusts. She is a Fellow of the American College of Trust and Estate Counsel\, is a Pennsylvania “Super Lawyer\,” is listed in the Best Lawyers of America\, and is a frequent lecturer on trust and estate related topics. Kim joins us today from her suburban Philadelphia\, Pennsylvania office. \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-estate-planning-for-the-disabled-and-aging-population/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210622T130000
DTEND;TZID=America/New_York:20210622T143000
DTSTAMP:20210517T212414Z
CREATED:20210517T212414Z
LAST-MODIFIED:20210517T212414Z
UID:10000133-1624366800-1624372200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: No Good Deed Goes Unpunished (Ethics)
DESCRIPTION: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\, and possible civil liability\, without diminishing client service. The subjects to be discussed in this teleconference will include: \n\nConcurrent Representation of Spouses and Other Family Members\nPlanning for a Client’s Possible Eventual Incapacity\nSafekeeping of a Client’s Original Estate Planning Documents\nDisclosure of a Disabled Client’s Confidential Information\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-no-good-deed-goes-unpunished-ethics-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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210622T130000
DTEND;TZID=America/New_York:20210622T143000
DTSTAMP:20210527T193753Z
CREATED:20210517T212414Z
LAST-MODIFIED:20210527T193753Z
UID:10000069-1624366800-1624372200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: No Good Deed Goes Unpunished (Ethics)
DESCRIPTION: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\, and possible civil liability\, without diminishing client service. The subjects to be discussed in this teleconference will include: \n\nConcurrent Representation of Spouses and Other Family Members\nPlanning for a Client’s Possible Eventual Incapacity\nSafekeeping of a Client’s Original Estate Planning Documents\nDisclosure of a Disabled Client’s Confidential Information\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-no-good-deed-goes-unpunished-ethics/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210527T100000
DTEND;TZID=America/New_York:20210527T110000
DTSTAMP:20210505T185509Z
CREATED:20210505T185509Z
LAST-MODIFIED:20210505T185509Z
UID:10000130-1622109600-1622113200@thetrust.com
SUMMARY:Retirement Plan Academy: Employee Education and Advice
DESCRIPTION: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: \n\nImportance of retirement plan advisor role\nCurrent industry trends on educating and advising plan participants\nWhat employees most appreciate from the employee-plan provider relationship\n\nSelect in-person or virtual participation during registration. \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise monthly virtual and in-person workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-employee-education-and-advice-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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210527T100000
DTEND;TZID=America/New_York:20210527T110000
DTSTAMP:20210525T181011Z
CREATED:20210505T185509Z
LAST-MODIFIED:20210525T181011Z
UID:10000063-1622109600-1622113200@thetrust.com
SUMMARY:Retirement Plan Academy: Employee Education and Advice
DESCRIPTION: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: \n\nImportance of retirement plan advisor role\nCurrent industry trends on educating and advising plan participants\nWhat employees most appreciate from the employee-plan provider relationship\n\nSelect in-person or virtual participation during registration. \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise monthly virtual and in-person workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-employee-education-and-advice/
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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210525T130000
DTEND;TZID=America/New_York:20210525T143000
DTSTAMP:20210517T212134Z
CREATED:20210517T212134Z
LAST-MODIFIED:20210517T212134Z
UID:10000132-1621947600-1621953000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Trust Situs and Governing Law Considerations
DESCRIPTION: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\, will often have significant impact on how certain language in the trust instrument is interpreted\, how the trust is administered and the extent to which the trust’s objectives are able to be achieved. This teleconference will highlight: \n\nThe Meaning of “Situs” and “Principal Place of Administration”\nSpecific Results That May Flow from a Trust’s Situs and Its Governing Law\nSelecting or Determining a Trust’s Governing Law and Situs\nEstablishing a Trust in a Target Jurisdiction or Moving it to a Target Jurisdiction\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-trust-situs-and-governing-law-considerations-3/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210525T130000
DTEND;TZID=America/New_York:20210525T143000
DTSTAMP:20210525T181222Z
CREATED:20210517T212134Z
LAST-MODIFIED:20210525T181222Z
UID:10000067-1621947600-1621953000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Trust Situs and Governing Law Considerations
DESCRIPTION: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\, will often have significant impact on how certain language in the trust instrument is interpreted\, how the trust is administered and the extent to which the trust’s objectives are able to be achieved. This teleconference will highlight: \n\nThe Meaning of “Situs” and “Principal Place of Administration”\nSpecific Results That May Flow from a Trust’s Situs and Its Governing Law\nSelecting or Determining a Trust’s Governing Law and Situs\nEstablishing a Trust in a Target Jurisdiction or Moving it to a Target Jurisdiction\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-trust-situs-and-governing-law-considerations/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210429T100000
DTEND;TZID=America/New_York:20210429T110000
DTSTAMP:20210421T171218Z
CREATED:20210421T171218Z
LAST-MODIFIED:20210421T171218Z
UID:10000129-1619690400-1619694000@thetrust.com
SUMMARY:Retirement Plan Academy: Student Loans as a Retirement Benefit
DESCRIPTION:Are you looking for innovative ways to stand out as an employer or reduce employee turnover? Join us on Thursday\, April 29th to discuss \n\nStudent loan options that help you differentiate your company in employee recruiting and retention\nPrograms that allow companies to help employees pay down student loans \nAn example of one company that provides a 401(k) match to employees paying student loans\nLegislation linking retirement plans and student loans\n\nSelect in-person or virtual participation during registration. \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise monthly virtual and in-person workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-student-loans-as-a-retirement-benefit-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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210429T100000
DTEND;TZID=America/New_York:20210429T110000
DTSTAMP:20210525T181139Z
CREATED:20210421T171218Z
LAST-MODIFIED:20210525T181139Z
UID:10000061-1619690400-1619694000@thetrust.com
SUMMARY:Retirement Plan Academy: Student Loans as a Retirement Benefit
DESCRIPTION:Are you looking for innovative ways to stand out as an employer or reduce employee turnover? Join us on Thursday\, April 29th to discuss \n\nStudent loan options that help you differentiate your company in employee recruiting and retention\nPrograms that allow companies to help employees pay down student loans \nAn example of one company that provides a 401(k) match to employees paying student loans\nLegislation linking retirement plans and student loans\n\nSelect in-person or virtual participation during registration. \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise monthly virtual and in-person workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-student-loans-as-a-retirement-benefit/
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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210427T130000
DTEND;TZID=America/New_York:20210427T143000
DTSTAMP:20210517T211805Z
CREATED:20210517T211805Z
LAST-MODIFIED:20210517T211805Z
UID:10000131-1619528400-1619533800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Administration of Non-Standard Trust Investments
DESCRIPTION: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 interests\, intellectual property\, digital assets and even concentrations of traditional trust assets. In addition to the practical administrative challenges the Trustee faces in handling unusual trust investments\, the Trustee may also be confronted with conflicting demands from beneficiaries regarding those investments. In this teleconference\, we will introduce and evaluate the following topics: \n\nThe Uniform Prudent Investor Act and a Trustee’s Duty of Diversification\nUnique Challenges Arising from Holding a Closely-Held Business Interest\nTrust Assets Not in Trustee’s Physical Possession or Direct Control\nSteps to Mitigate Risk\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-administration-of-non-standard-trust-investments-3/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210427T130000
DTEND;TZID=America/New_York:20210427T143000
DTSTAMP:20210525T181115Z
CREATED:20210517T211805Z
LAST-MODIFIED:20210525T181115Z
UID:10000065-1619528400-1619533800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Administration of Non-Standard Trust Investments
DESCRIPTION: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 interests\, intellectual property\, digital assets and even concentrations of traditional trust assets. In addition to the practical administrative challenges the Trustee faces in handling unusual trust investments\, the Trustee may also be confronted with conflicting demands from beneficiaries regarding those investments. In this teleconference\, we will introduce and evaluate the following topics: \n\nThe Uniform Prudent Investor Act and a Trustee’s Duty of Diversification\nUnique Challenges Arising from Holding a Closely-Held Business Interest\nTrust Assets Not in Trustee’s Physical Possession or Direct Control\nSteps to Mitigate Risk\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-administration-of-non-standard-trust-investments/
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
END:VEVENT
END:VCALENDAR