Cannon Financial Institute

Cannon Financial Institute

Unique and Hard To Value Assets
University of Notre Dame
July 8-14, 2018

Again, this year during our ITM TwentyFirst University Summer Break, we will be teaching the Life Insurance portion of the week-long Cannon Financial Institute session on Unique and Hard to Value Assets.

This is an industry-exclusive course for trust professionals tasked with administering unique assets, and it will provide the knowledge and skills you need to do so successfully.

How We Saved Our TOLI Trustees Millions

How We Saved Our TOLI Trustees Millions

With Aaron Hanson
June 28th at 2Pm ET
1 hour of CFP and CTFA CE

Nobody said managing life insurance trusts was easy. But that does not mean you should subject yourself to possible litigation costs. This session, headed up by a life insurance policy review expert will outline actual cases that could have easily lead to litigation expenses had we not acted quickly. The cases range from simple administration issues that could cost you thousands to a faulty policy replacement case that easily could have cost you as much as a million dollars. Together the cases represent millions of dollars in possible litigation and settlement costs. And they are avoidable. We will you why they occurred and how we avoided them. This is a session you will not want to miss.

Estate Planning Strategies for 2018

Estate Planning Strategies for 2018

With Randy Pople
May 30th at 2 PM ET
1 hour of CFP and CTFA CE

While the estate planning landscape has been altered because of the Tax Cuts and Jobs Act passed in December, efficient strategies are still available for your clients. In this session, after a review of the new tax law, Randy will outline the tactics that are most relevant in today’s climate. Understanding marital deduction and portability is still important. Annual and charitable giving and advanced strategies like GRATs, IDGTs, ILITs and partnerships can still play important roles in your clients plans. Attend this session, headed up by an industry expert, to find out what should be changed in current estate plans, what still works and maybe most important – what the future may hold and how the changes affect your fiduciary duties as trustee. Randy’s sessions always draw a crowd – attend and find out why.