Please Join Us!

2026 Estate Planning Teleconference Series

September 15, 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: Resolving Trust Disputes Without Going to the Mat

A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This webinar will focus on the following:

• Using virtual representation
• Beneficiary waivers, consents and releases
• Trust modifications, premature terminations and decanting
• Construing or reforming governing instrument language
• Identifying and avoiding adverse tax consequences in settling trust disputes

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