Join us on November 22nd at 9:00am for a Cannon Teleconference—a replay of their September 20th event. Location: Berkshire Bank, 25 Main Street, Lenox. Light snacks provided.

A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This teleconference will focus on the following:

• Using Virtual Representation

• Beneficiary Waivers, Consents and Releases

• Trust Modifications, Premature Terminations and Decanting

• Identifying and Avoiding Adverse Tax Consequences in Settling Trust Disputes

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