Please Join Us!
2024 Estate Planning Teleconference Series
September 17, 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: Multi-Faceted Conflicts Among Trust Beneficiaries, Trustees, the IRS and the Courts
After the dust has settled, trust beneficiaries who may think they just won the lottery are sometimes surprised to discover that their position in the trust relationship may be less advantageous than they envisioned. Beneficiaries sometimes must take affirmative steps to enforce their rights and may find that their complaints regarding trust administration are determined not to be justified. Further, in some instances, a beneficiary may be required to account for and return distributions that should not have been made. We’ll address the following themes during this teleconference:
- The nature and timing of a beneficiary’s claims against a Trustee
- A beneficiary’s potential liability to the trust
- The IRS’ pursuit of a trust beneficiary for a tax liability
- A beneficiary’s standing to sue a third party who transacts business with the trust
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.
REGISTER HERE