Please Join Us!
2026 Estate Planning Teleconference Series
May 19, 2026 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
3rd floor
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: Trust Administration Challenges Faced by 21st Century Trustees
rust instruments contain provisions conferring investment and distribution discretion on the Trustee and defining the extent of that discretion. The Trustee interpreting and implementing the trust instrument must engage in a delicate balancing of the intentions of the settlor and the current and anticipated future circumstances of the beneficiaries. In this webinar, we will discuss the following important issues that seem to arise with increasing frequency in trust administration:
- Loans to beneficiaries
- Administration of trusts for beneficiaries dealing with addiction
- Balancing investment performance with beneficiaries’ needs
- Steps to mitigate risks
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.
Pre-registration is appreciated but not required and a complimentary lunch will be available to those who request it when registering.
REGISTER HERE