PNC Cannon Teleconference: Avoiding the Future Disruption of an Estate Plan
PNC's Private Bank invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
Avoiding the Future Disruption of an Estate Plan
Tuesday, October 26, 2021
12:00 pm – 1:00 pm
Streaming access is available
Summary of Teleconference:
A provision in a trust instrument saying the trust is irrevocable, or the irrevocable nature of a trust because of the death of the settlor, may in 2021, be a mere minor impediment to making changes to the trust. Furthermore, a surviving spouse or beneficiaries who are unhappy with the terms of a decedent’s estate plan may launch a frontal assault on the plan. There are steps that can be taken to prevent or dissuade frivolous or vengeful actions by disgruntled parties and to help ensure a client’s carefully constructed estate plan is preserved intact. This teleconference will highlight the following strategies:
Speakers will address:
Trust Instrument Provisions Designed Specifically to Limit Decanting and Changes Under the Uniform Tax Code and Similar Laws
Marital and Cohabitation Agreements
Drafting and Enforcing No Contest Clauses
Meditation and Arbitration Provisions
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.
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
(P) 309-655-5484 (F) 309-655-5885