THIS CANNON TELECONFERENCE WILL BE VIRTUAL. We have 15 slots, which will go to the first 15 people who RSVP to Dan Stanyon. Dan will forward the sign in information and materials prior to the teleconference.

__________

Cannon Teleconference: After the dust has settled, trust beneficiaries who may think they just won the lottery are often surprised to discover that their position in the trust relationship may be less advantageous than they envisioned. Beneficiaries sometimes must take affirmative steps to enforce their rights and may find that their complaints regarding trust administration are determined not to be justified. Further, in some instances, a beneficiary may be required to account for and return distributions that should not have been made. We will discuss the following themes during this teleconference:

• The Nature and Timing of a Beneficiary’s Claims Against a Trustee

• A Beneficiary’s Potential Liability to the Trust

• The IRS’ Pursuit of a Beneficiary for a Tax Liability

• The Ability of a Beneficiary to Sue a Third Party Who Transacts Business with a Trust

RSVP to Dan Stanyon (button below). Free for Members! Non-members: $15. Pay via PAYPAL or mail a check: Donna Turner, Smith Watson & Company LLC, 7 North Street, Suite 205, Pittsfield, MA 01201. Thank you!