October 13, 2020
The Community Foundation + Cannon Financial Institute
Virtual Estate Planning Conferences
The Community Foundation is excited to partner, once again, with Cannon Financial Institute to offer two Lunch & Learn opportunities for estate planning professionals.

Each session is fully virtual through a streaming webcast and allows participants to receive credit with the State of Virginia for each session attended. Webcasts are from 1:00-2:30pm, conveniently during the lunch hour.

This fall, The Community Foundation is offering both Lunch & Learn sessions at no cost! In order for us to facilitate the webcasts, each session must have eight people signed up. The Doodle Poll below will allow interested parties to RSVP. Our staff will notify each participant whether or not the session will be held, and send any applicable links via email.

Please RSVP through the Doodle Poll. You can indicate interest in one or both sessions, and future sessions in spring 2021.
Lunch & Learn Sessions
Tuesday, November 17, 2020, 1:00-2:30pm: Essential Asset Protection Planning

Covers topics such as:

  • Avoiding Fraudulent or Voidable Transfers
  • Current State of Law Regarding Self-Settled Trusts
  • Asset Protection With Third Party Trusts
  • Differences Between State Creditors’ Rights Law and Bankruptcy

Read more here.

Covers topics such as:

  • Representing Members of the Same Family
  • Conflicts That May Arise From Representing Co-Trustees
  • Using Engagements Letters to Deal With Actual or Potential Conflicts
  • Nonprofit Board Service

Read more here.
For more information, please contact Cullen Libby, Donor Services Manager, at cullen@cfdrr.org or Kathy Milam, Executive Director, at kathy@cfdrr.org.
The Community Foundation of the Dan River Region | 434-793-0884
541 Loyal Street, Danville, VA 24541