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Upcoming Events

The Intersection of Exceptional Estate Planning and Bad Trust Administration

Cannon Estate Planning Teleconference Series

The Intersection of Exceptional Estate Planning and Bad Trust Administration

Tuesday, February 21, 2023
1:00-2:30 PM EST

Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017

It’s possible to have a superb estate plan in concept, including state-of-the-art estate planning documents, only to have defective fiduciary administration cause components of the plan to short circuit or, in some cases, cause the whole plan to explode in flames. The results may range from loss of expected tax status or benefits to diversion of trust assets. In this session, we’ll consider the importance of:

  • Following governing instrument mandates to the letter
  • Exercising dispositive and investment discretion with care and sensitivity
  • Designating fiduciaries with expertise, experience and integrity
  • A Trustee’s developing cooperative and informative relationships with beneficiaries

To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM

RSVP Here

Cannon Estate Planning Teleconference Series

Cannon Estate Planning Teleconference Series
Full Schedule

February 21, 2023
The Intersection of Exceptional Estate Planning and Bad Trust Administration

March 21, 2023
Giving Income Tax Considerations in Estate Planning the Respect They Deserve

April 25, 2023
It’s Not All About Saving Taxes - How Trusts Can Impact Beneficiaries’ Lives

May 23, 2023
Beyond Boilerplate - Designing and Administering Special Purpose Trusts

June 20, 2023
Ethics: When Doing What’s “Right” Might be Wrong

July 25, 2023
Opportunities and Obstacles Created by the Uniform Trust Code

August 22, 2023
Estate Planning Solutions for the Disabled and Those Who May Be Approaching Disability

September 19, 2023
Gift and Estate Tax Black Holes

October 24, 2023
Directed Trusts - Slicing and Dicing Duties, Risks and Potential Liabilities

November 14, 2023
Defusing Disaster

December 12, 2023
Ethics: Malpractice in Estate Planning - Some Guidance on How to Avoid It