PNC: Multi-Faceted Conflicts Among Trust Beneficiaries, Trustees, the IRS and the Courts - 10/22

PNC's Private Bank is inviting you to attend Cannon Estate Planning Teleconference in person.
 
2024 Teleconference:  Multi-Faceted Conflicts Among Trust Beneficiaries, Trustees, the IRS and the Courts 
 
Tuesday, October 22, 2024
12:00 pm – 1:30 pm

 
PNC Bank
3201 W. White Oaks Dr., Suite 100B
Springfield, IL 62704 

Summary of Teleconference:

Powers of attorney are among the most important estate planning documents for many of our clients. With more people today anticipating or actually grappling with diminished capacity, the assets comprising our clients’ wealth may be under the control of an agent for an extended period of time. It is important, therefore, that estate planning professionals ensure that each power of attorney is carefully designed to meet the client’s individual purposes and that its acceptance by third parties is optimized. The following critical issues will be discussed during this teleconference:
 
Speakers will address:

  • Determining appropriate powers to grant to an agent

  • Designing powers of attorney to help prevent financial elder abuse

  • Liability risks for the agent

  • Third parties dealing with the agent

 
 
Register for the teleconference by sending an email to jennifer.s.walker@pnc.comno later than NOON Monday, October 21st.
 
A box lunch will also be provided, so when sending an email to RSVP, please include your choice of sandwich from the following options:

Panera – 1) Turkey & Cheddar (lettuce, tomato, red onions, garlic Aioli on sourdough 2) Tuna Salad (lettuce, tomato on sourdough), 3) Tomato Basil BLT (bacon, lettuce, tomato, garlic aioli on tomato basil bread), 4) Grilled Chicken & Avo BLT (chicken, bacon, white cheddar, avocado, lettuce tomato, garlic aioli on sourdough), 5) Toasted Italiano (Soppressata, black forest ham, provolone, red onions, lettuce, sliced pepperoncini, garlic aioli, Greek dressing on a French baguette – sandwich is warm – can’t guarantee it still will be at start of Cannon) or 6) Toasted Garden Caprese (Fresh Mozzarella, basil, tomato, lettuce, balsamic vinaigrette, garlic aioli on ciabatta bread – sandwich is warm – can’t guarantee it still will be at start of Cannon).  Sandwiches come with plain potato chips and cookie.
 
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 (Jenn) S. Walker
Officer, Sales & Support Administrator
Central Illinois Asset Management
 
PNC Private Bank
301 SW Adams Street
Peoria, IL 61602
 
Mail Stop: D2-Y701-03-3
(p) 309.655.5476 (f) 833.706.1452
Jennifer.s.walker@pnc.com

Sarah Croft