Cannon Teleconference: Trust Situs and Governing Law Considerations - May 25
Cannon Teleconference: Trust Situs and Governing Law Considerations
Larry Clipp, Relationship Strategist for PNC's Wealth Management Group, invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
Trust Situs and Governing Law Considerations
Tuesday, May 25, 2021
12:00 pm – 1:00 pm
Streaming access is available
Summary of Teleconference:
There is a wide variety of trust laws among the states and the District of Columbia with their respective good and bad aspects – depending on one’s point of view. Estate planning professionals need to be cognizant of the fact that a trust’s situs and governing law, whether as originally established or later validly changed, will often have significant impact on how certain language in the trust instrument is interpreted, how the trust is administered and the extent to which the trust’s objectives are able to be achieved. This teleconference will highlight:
Speakers will address:
The Meaning of “Situs” and “Principal Place of Administration”
Specific Results That May flow form a Trust’s Situs and Its Governing Law
Selecting or Determining a Trust’s Governing Law and Situs
Establishing a Trust in a Target Jurisdiction or Moving it to a Target Jurisdiction
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.
Jennifer Julius
Administrative Assistant
PNC Wealth Management
301 SW Adams, D2-Y701-03-3
Peoria, IL 61602
(P) 309-655-5484
(F) 309-655-5873