Save the Dates!
Cannon Estate Planning Teleconference Series
Tuesday, March 26, 2019:
Identifying Landmines and Minimizing Battle Scars in Conflicts Between Trustees and Beneficiaries
- The roles of beneficiary and Trustee by their nature engender tension. The Trustee has the beneficiary's money (at least that's how the beneficiary views it), and the beneficiary wants it now! This inherent conflict has been accentuated by seemingly ever-increasing expectations and demands of beneficiaries and expanding theories of fiduciary liability.
Tuesday, July 23, 2019:
Your Marital Agreement Toolbox
- Marriage dissolution and the financial obligations that often flow from it, has become so prevalent that a client's planning for this possibility is sometimes nearly as important as his or her core estate planning instruments. Thus, marital agreements, especially among those who have been through divorce, are becoming an essential component of some clients' estate plan.
Tuesday, September 24, 2019:
Contemporary Uses for Life Insurance in Estate Planning
- Despite an historically high deferral and estate tax basic exclusion amount, life insurance, even if required less often than in past to provide cash to pay estate tax, remains a critical part of the asset mix of many clients. Life insurance can provide often-needed financial security and readily accessible liquidity.