Please Join Us!

2024 Estate Planning Teleconference Series

July 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: Nuts and Bolts of Trust Terminations

The idea of bringing trust administration to a conclusion may seem to the Trustee like a relief - and, in many respects, it is.  However, terminating a trust isn't nearly as simple as merely distributing its assets (and even that may not be so simple) and walking away.  Numerous details must be successfully navigated along the way, and, if they aren't, unhappy beneficiaries will ensure sleepless nights for the Trustee.  In this presentation, we'll delve into the following:

  • Identifying and locating named or designated remainder beneficiaries
  • Properly allocating assets among and distributing them to the remainder beneficiaries
  • Income tax and generation-skipping transfer tax returns
  • Statutes of limitation on actions by beneficiaries and IRS against Trustee
  • Propriety of seeking releases from 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.