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Cannon Estate Planning Teleconference Series: Fixing a Broken Estate Plan

25-Feb-2014

 
   

Date February 25, 2014
Time 12:30 pm
Location Marcum LLP
750 Third Avenue 11th Floor
New York, NY 10017
Description

Overview
The Cannon Estate Planning Teleconference Series provides a monthly forum for professionals to connect and collaborate. Topics relate to current events impacting the Wealth Management and Estate Planning industries.

Benefits
Each monthly Teleconference is approved by national organizations and associations for Continuing Education and CLE. Over 80% of all state CPA and Bar associations consistently view this program as a Continuing Education main stay.

Topic
Many clients, whether they are trust settlors, beneficiaries or fiduciaries, seek to modify or eliminate components of estate plans once thought to be desirable. Estate planning professionals need to know the menu of options available and make judgments about which options are available, from both a technical and a practical perspective, in a given context.

These options include the following:

  • Disclaimers
  • Decanting
  • Judicial and non-judicial settlements
  • Constructions, reformations and rescissions
  • UTC-style modifications

 

 
 

 

 
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