CANNON: Mathematics and Economics of Estate Planning

The Trust Company of Tennessee

Join The Trust Company of Tennessee for a presentation of Cannon Financial's Teleconference series.

Light snacks will be served beginning at 12:45pm. The teleconference is 1pm - 2:30pm Eastern Time, and is held onsite at The Trust Company of Tennessee.Cannon Estate Planning Teleconference Series is a live monthly discussion on Wealth Management and Estate Planning topics.The industry's foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials.

TOPIC: Mathematics and Economics of Estate PlanningWith the almost certainly impending sunset of many of the provisions enacted as part of the 2017 Tax Act, high net worth individuals and families should be considering sale, gift or loan transactions currently or in the immediate future. To distinguish ourselves and make clients comfortable with our recommendations, we need to have a thorough understanding of how to calculate the potential benefits of any proposed transaction and convincingly explain our recommendations to clients. The following scenarios will be discussed during this webinar: <ul><li>Taking advantage of the historically high (for now) basic exclusion amount, including the benefits of portability</li><li>The importance of life expectancy in determining the appropriate transaction</li><li>Analysis of the benefit of a grantor’s paying the income tax incurred by a grantor trust</li><li>Taking into consideration basis step-up when analyzing gifting alternatives</li></ul>

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CANNON: Mathematics and Economics of Estate Planning

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CANNON: Mathematics and Economics of Estate Planning

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