Cannon Estate Planning: Spousal Lifetime Access Trusts, A Fleeting Opportunity - 1/23

PNC's Private Bank is inviting you to attend Cannon Estate Planning Teleconference in person.
 
2024 Teleconference: Spousal Lifetime Access Trusts –
A Fleeting Opportunity
 
Tuesday, January 23, 2024
12:00 pm – 1:30 pm
 
PNC Bank
3201 W. White Oaks Dr., suite 100B
Springfield, IL  62704
 
 
Summary of Teleconference:
The Tax Cuts and Jobs Act brought historically high estate and gift tax exemptions. With the seemingly inevitable “sunset” of the Act looming on the horizon, spousal lifetime access trusts (“SLATS”) have been widely promoted in recent years as the best “have-your-cake-and-eat-it-too” estate planning strategy out there. In this program, we’ll explore several aspects of the design, creation and administration of a SLAT, including:

Speakers will address:

  • Purposes

  • How best to fund to minimize tax risk

  • Current and future beneficiaries

  • Initial and successor Trustees

  • Pitfalls to avoid

 
Register for the teleconference by sending an email to nicole.moore@pnc.com no later than January 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,
McAlister’s – 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.
 
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.    
 
 
Kind Regards,
 
Nicole Moore
Executive Assistant
Perry Mangione & Ryan Alwood
 
PNC Private Bank
One North Franklin, Suite 2700
Chicago, IL 60606
(p) 312.384.5999

Sarah Croft