Cannon Estate Planning: 2024 Teleconference - Deep Dive into Disclaimers - 3/19
PNC's Private Bank is inviting you to attend Cannon Estate Planning Teleconference in person.
2024 Teleconference: Deep Dive into Disclaimers
Tuesday, March 19, 2024
12:00 pm – 1:30 pm
PNC Bank
3201 W. White Oaks Dr., Suite 100B
Springfield, IL 62704
Summary of Teleconference:
A disclaimer (otherwise known as a renunciation) is nothing more than an unqualified, irrevocable refusal to accept a transfer of property from another person. That simple definition, however, overlooks the complexities associated with the many different tax and nontax contexts in which the making of a disclaimer might be considered and what its results may be. In this session, we’ll closely examine many aspects of disclaimers, including:
Speakers will address:
Differences in handling under state laws and federal tax law
Estate planning uses – including formula disclaimers
Special federal tax rules applicable to disclaimers by spouses
Disclaimers of transfers at death versus disclaimers of lifetime gifts
Effects of disclaimers on disclaimant’s creditors
Register for the teleconference by sending an email to nicole.moore@pnc.com no later than March 15th.
A box lunch will also be provided, so when sending an email to RSVP, please include your choice of sandwich from the following options,
Jimmy John’s – 1) Pepe (ham & cheese), 2) Big John (roast beef) 3) Turkey Tom 4) Vito (salami, capocollo, cheese, onion, oil & vinegar, 5) The Veggie (double cheese, avocado spread & cucumber) or 6) JJ BLT. Sandwiches come with lettuce, tomato and mayo.
There is no cost for this teleconference and attendees can earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.
Kind Regards,
Nicole Moore
Executive Assistant
Perry Mangione & Ryan Alwood
PNC Private Bank
One North Franklin, Suite 2700
Chicago, IL 60606
(p) 312.384.5999