Cannon Estate Planning - Gift and Estate Black Holes - 9/19
PNC's Private Bank is inviting you to attend Cannon Estate Planning Teleconference in person.
Gift and Estate Tax Black Holes
Tuesday, September 19, 2023
12:00 pm – 1:30 pm
PNC Bank
3201 W White Oaks Drive, Suite 100B
Springfield, IL 62704
Summary of Teleconference:
Planning to avoid, or at least minimize, gift and estate taxes can be daunting. That statement has never been more true than it is in 2023. The IRS often challenges tax benefits claimed by taxpayers implementing new or revised estate planning techniques and strategies and sometimes even formulates new theories by which to undermine or eliminate more traditional tax planning approaches. The teleconference will focus on the following:
Speakers will address:
Emerging problems with GRATs
Step transaction and valuation nightmares
Gift tax consequences of trust modifications, premature terminations and decanting
Mismatch between gross estate inclusion and marital or charitable deduction amounts
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) roast beef, 2) ham, 3) turkey, 4) chicken salad, 5) club and 6) veggie wrap. Sandwiches are served on baguette with spring mix and tomatoes. 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