Please Join Us!

2024 Estate Planning Teleconference Series

April 23, 2024 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA

(3rd floor, please enter through 6th St doors)

Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.  

Topic: Shelter from the Storm – Anticipating and Avoiding Breach of Fiduciary Duty Claims

The roles of beneficiary and fiduciary by their inherent nature have the potential to engender conflict. Over recent decades, this conflict has been exacerbated by increasing demands of beneficiaries and expanded theories of fiduciary liability – flowing in part simply from the more litigious nature of society and in part from changes in trust law generally tilting toward enhancing the rights of beneficiaries. This teleconference will address the following themes:

  • Always the most common sources of friction: distributions and investments
  • Design and use of governing instrument provisions to insulate the fiduciary
  • Effect of reliance on counsel by fiduciary
  • Effect of waiver and/or consent and/or receipt of accountings by beneficiaries

This is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials.

***Please note, Cannon Financial Institute will no longer offer this teleconference series with individual logins.  You must attend in person at the host site to be eligible for CE credits. 

Pre-registration is appreciated, but not required and a complimentary lunch will be available to those who request it when registering.