Cannon Estate planning: Legitimate and Effective Asset Protection Planning - 10/25

PNC's Private Bank invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
 

Legitimate and Effective Asset Protection Planning
 
Tuesday, October 25, 2022
12:00 pm – 1:00 pm
Streaming access is available
 

Summary of Teleconference:
Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children.  Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation.  Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection.  This teleconference will focus on the following:

Speakers will address:

  • Avoiding Fraudulent or Voidable Transfers

  • Using Tenancy by the Entireties Form of Ownership

  • Protected Status of Qualified Retirement Plans, IRAs and Life Insurance

  • Trusts – Including Self-Settled Trusts, Certain Joint Trusts and Third Party-Settled Trusts



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