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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
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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
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