Cannon Estate Planning: Estate Planning for the Administration of Digital Assets - 9/20

PNC's Private Bank invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
 
Estate Planning for the Administration of Digital Assets
 
Tuesday, September 20, 2022
12:00 pm – 1:00 pm
Streaming access is available
 
Summary of Teleconference:
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:

Speakers will address:

  • Using Virtual Representation

  • Beneficiary Waivers, Consents and Releases

  • Trust Modifications, Premature Terminations and Decanting

  • Identifying and Avoiding Adverse Tax Consequences in Settling Trust Disputes


Register for the teleconference by sending an email to jennifer.julius@pnc.com.

Streaming information, as well as the teleconference material, will be sent to you by return email.

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.

Sarah Croft