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Cannon Teleconference

  • Berkshire Bank Wealth Management 25 Main Street Lenox, MA (map)

Estate Planning for the 99%. Largely as a result of the unlimited marital deduction, historically high (and still climbing) estate tax exemptions and portability, only a tiny fraction of Americans need to have any concern about estate tax. What do we, as estate planning professionals, need to do to serve everyone else? What are the contemporary estate planning concerns and objectives of the vast majority of the populace? During this teleconference, we will discuss:

  • Designing estate plans that are both effective and practical
  • Balancing the use of trusts and outright distributions
  • Using special purpose trusts in the right situations
  • Skillfully addressing all dispositive and fiduciary appointment contingencies

This Cannon Teleconference is a brown-bag event sponsored by Salisbury Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:00 pm. The topic is Estate Planning for the 99%. RSVP to Dan Stanyon