Cannon: The Intersection of Exceptional Estate Planning and Bad Trust Administration - 2/21

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

The Intersection of Exceptional Estate Planning and Bad Trust Administration
 
Tuesday, February 21, 2023
12:00 pm – 1:00 pm
Streaming access is available

 
Summary of Teleconference:
It’s possible to have a superb estate plan in concept, including state-of-the-art estate planning documents, only to have defective fiduciary administration cause components of the plan to short circuit or, in some cases, cause the whole plan to explode in flames.  The results may range from loss of expected tax status or benefits to diversion of trust assets.  In this session, we’ll consider the importance of:

Speakers will address:

  • Following governing instrument mandates to the letter

  • Exercising dispositive and investment discretion with care and sensitivity

  • Designating fiduciaries with expertise, experience and integrity

  • A Trustee’s developing cooperative and informative relationships with beneficiaries

 
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.    

Sarah Croft