Cannon: It's Not All About Savings Taxes - How Trusts Can Impact Beneficiaries Lives - 4/25

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

It’s Not All About Saving Taxes – How Trusts Can Impact Beneficiaries’ Lives
 
Tuesday, April 25, 2023
12:00 pm – 1:00 pm
Streaming access is available
 
 
Summary of Teleconference:
A large segment of the estate planning industry has evolved from focusing primarily on estate tax deferral and minimization to non-tax planning.  Today, many clients whose estates used to be in the category of taxable are now concentrating more on other matters, such as not making their children too rich too soon, protection of assets from claims of creditors and soon-to-be ex-spouses and selection of Trustees.  During this session, we’ll review:

Speakers will address:

  • Outright bequests versus trusts with mandatory distributions versus lifetime trusts

  • Various discretionary distribution standard options

  • Effectiveness of spendthrift and wholly discretionary trusts

  • Designating appropriate initial and successor Trustees

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