Cannon Estate Planning: Beyond Boilerplate - Designing and Administering Special Purpose Trusts - 5/23

PNC's Private Bank is inviting you to attend Cannon Estate Planning Teleconference in person.
 

Beyond Boilerplate – Designing and Administering Special Purpose Trusts
 
Tuesday, May 23, 2023
12:00 pm – 1:30 pm
 
PNC Bank
301 SW Adams, Mezzanine Boardroom
Peoria, IL  61602

 
 
Summary of Teleconference:
Some estate planning clients have needs or desires that transcend the ordinary.  They could have intended beneficiaries with unusual characteristics or in difficult circumstances.  They may require holding assets in trust that would not only not be typical trust investments but may be a real challenge for a fiduciary to hold and administer.  For these folks, a standard, “off-the-shelf” Will, trust instrument and durable power of attorney will not suffice.  In this teleconference, we’ll take a close look at the following:

Speakers will address:

  • Incentive trusts

  • Trusts to hold real estate for family enjoyment

  • Unique challenges arising from holding closely-held business equity in trust

  • Trust assets not in Trustee’s physical possession or direct control.

 
Register for the teleconference by sending an email to jennifer.julius@pnc.com
 
A box lunch will also be provided, so when sending an email to RSVP, please include your choice of sandwich from the following options, 1) grilled chicken Caesar on a wheat wrap, 2) garden fresh turkey (avocado, spinach, tomato, swiss, oil & vinegar) on 9-grain, 3) southwest chicken (roasted corn, poblano and black bean relish, pepper jack cheese, avocado, chipotle ranch on toasted jalapeno roll), 4) club (ham, turkey, bacon, sharp, cheddar, swiss, lettuce, tomato, mayo and honey mustard on wheat), 5) The Italian (ham, salami, provolone, multicolored peppers, lettuce, tomato, red onions, black olives, olive oil & balsamic vinaigrette and spicy brown mustard on baguette), 6) Veggie (spinach, tomato, cucumber, red onion, roasted multicolored peppers, avocado, herb mayo, salt and pepper on 9-grain).  Also, please note any dietary restrictions (i.e. peanut allergy, dairy allergy, etc.). 


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 Julius
Administrative Assistant
 
PNC Private Bank
301 SW Adams
Peoria, IL  61602
D2-Y701-03-3
(P) 309-655-5484  (F) 309-655-5885
jennifer.julius@pnc.com
 

Sarah Croft