Cannon Trust School Issues & Updates
This program is designed to keep fiduciary professionals in law, tax, administration, and investments apprised of current developments within the wealth management industry. Specific topics of discussion include ethics and ethical decision making, high risk areas of trust administration, special assets, and specific needs trust, tax and legal updates, court rulings, cutting edge new techniques, and reviews of tried and true strategies as well.
- Hot Topics and Trends
- Estate Tax Developments
- Recent Fiduciary Case Law
- Retirement Plans and Estate Planning
- Investment Management Issues
- Non-Tax Issues
Moving Beyond Alpha - Available Now
A discerning review on how to build a thriving Goals-Based Wealth Management Practice through improved client communication and reporting.
Embracing Change: Spousal Rollovers, Stretch Rules, and the New Estate Tax Exemptions - Available Now
An examination of the six retirement plans and IRA provisions created by the Tax Cuts and Jobs Act of 2017 and why inheritance rules for IRAs and QRPs are more important than ever.
Digital Assets: Unpacking where Life Decisions and Laws Convene - December 2018
An exploration of this emerging area fraught with complexities and ambiguity.
The Why, What, and How of Medicare - Available Now
Demystifying a program used by our most sizeable population group.
View the complete Cannon Trust School Issues & Updates Collection here.
Many professionals satisfy Continuing Education and/or Continuing Legal Education requirements with this course. Rules for CE and CLE approval are time sensitive and vary by designation and state. Cannon encourages early registration in order to allow for ample processing (request for credits may not be available after course completion).
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