Mechanics and Strategies for Resolving Trust Disputes

The Trust Company specializes in helping individuals, businesses, and foundations reach their financial goals and prepare for retirement.

The Trust Company

Join The Trust Company of Tennessee for a hosted presentation of Cannon Financial's 2021 Teleconference series.

The Trust Company of Tennessee

<ul><li>Hosted at The Trust Company of Tennessee's Knoxville office with limited attendance for safety. </li><li>Boxed lunches will be served for those attending in person beginning at 12 pm. Socially distanced seating is available in our conference room for a limited number.</li></ul>If you are interested in attending virtually, we are exploring options for your participation. Please contact Lindsay Cates for additional options at lcates@thetrust.com.

A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This teleconference will focus on the following:

<ul><li>Using Virtual Representation
</li><li>Beneficiary Waivers, Consents and Releases
</li><li>Trust Modifications, Premature Terminations and Decanting
</li><li>Identifying and Avoiding Adverse Tax Consequences in Settling Trust Disputes</li></ul>

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Mechanics and Strategies for Resolving Trust Disputes

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Mechanics and Strategies for Resolving Trust Disputes

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