About this Event
Light snacks will be served beginning at 12:30pm. The teleconference is 1pm - 2:30pm Eastern Time, and is held onsite at The Trust Company of Tennessee.
Cannon Estate Planning Teleconference Series is a live monthly discussion on Wealth Management and Estate Planning topics.
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. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials.
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
Event Venue & Nearby Stays
The Trust Company of Tennessee, 4823 Old Kingston Pike, Knoxville, United States
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