It's Not All About Saving Taxes - How Trusts Can Impact Beneficiaries' Lives

Date: Tuesday, April 25, 2023
Time: 11:30am - 1:15pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

This event will be offered in person at the Minnehaha Country Club or virtually from your home/office. 

A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.


A large segment of the estate planning industry has evolved from focusing primarily on estate tax deferral and minimization to non-tax planning. Today, many clients whose estates used to be in the category of taxable are now concentrating more on other matters, such as not making their children too rich too soon, protection of assets from claims of creditors and soon-to-be ex-spouses and selection of Trustees. During this session, we’ll review:

  • Outright bequests versus trusts with mandatory distributions versus lifetime trusts
  • Various discretionary distribution standard options
  • Effectiveness of spendthrift and wholly discretionary trusts
  • Designating appropriate initial and successor Trustees

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