Cannon Estate Planning: Addressing the Estate Planning Needs of Modern Day Clients - 8/20

PNC's Private Bank is inviting you to attend Cannon Estate Planning Teleconference in person.
 
2024 Teleconference:  Addressing the Estate Planning Needs of Modern-Day Clients
 
Tuesday, August 20, 2024
12:00 pm – 1:30 pm
 
PNC Bank
3201 W. White Oaks Dr., Suite 100B
Springfield, IL 62704
 
Summary of Teleconference:
We must be able to handle the estate planning needs of twenty-first century clients, whether they are children or grandchildren of our established clients or new clients who have already accumulated wealth or are on a trajectory to do so. Some of today’s clients adhere to values and live in ways not commonly recognized or understood in society just a few decades ago. Estate planning for these clients may involve considerations and require approaches that are unique relative to our experience with “traditional” or older clients. We’ll explore the following:
 
Speakers will address:

  • Same-sex marriages, civil unions and cohabiting unmarried individuals

  • Assisted conception children and children from other relationships

  • Dealing with ancestors’ trusts whose terms restrict who may be a beneficiary

  • ESG investing in a trust

 
 

Register for the teleconference by sending an email to jennifer.s.walker@pnc.com no later than NOON Monday, August 19th.

 

A box lunch will also be provided, so when sending an email to RSVP, please include your choice of sandwich from the following options: 

Jersey Mike’s – 1) Ham & Provolone 2) Turkey & Provolone 3) Roast Beef & Provolone, 4) The Original Italian (Provolone, ham, prosciuttini, cappacuolo, salami, and pepperoni), 5) The Veggie (Swiss, provolone, & green bell peppers) or 6) Club Sub (Turkey, ham, provolone, applewood smoked bacon & mayo)
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.    

 
 
 
 
Jennifer (Jenn) S. Walker
Officer, Sales & Support Administrator
Central Illinois Asset Management
 
PNC Private Bank
301 SW Adams Street
Peoria, IL 61602
 
Mail Stop: D2-Y701-03-3
(p) 309.655.5476 (f) 833.706.1452
Jennifer.s.walker@pnc.com

Sarah Croft