Cannon Financial Institute 2015 estate planning teleconference series

The Community Foundation of Greater Memphis co-sponsors this lunch teleconference series with Raymond James & Associates, Inc. and Raymond James Trust. 

Each call is hosted monthly on a Tuesday. Topics are chosen through client interest, feedback, and leading industry trends. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. Speakers provide commentary and debate over the use of complex financial and legal strategies to best serve their high net worth client. You will receive 1 ½ hours of CLE, CPA, CFP, and CLU credit.

Lunch is provided. There is no charge, but you must register to attend. 

The Cannon Series does not take place at the Community Foundation. For location and registration infomation, email(fhorrell [at] cfgm [dot] org) Director of Professional Advisor Development Frank Horrell or call him at (901) 722-0027.

2015 dates and topics

  • January 27, 2015
    Breach of Fiduciary Duty Claims Revisited

  • February 24, 2015
    Protecting an Inheritance from Spousal and Creditors’ Claims

  • March 24, 2015
    Best Designs for the Exercise of Trustee Discretion

  • April 21, 2015
    Trust Modification, Decanting and Premature Termination

  • May 19, 2015
    Ethics Issues in Estate Planning

  • June 23, 2015
    Closely-Held Business Succession Planning – Opportunities and Challenges

  • July 21, 2015
    State Income Tax Issues With Trusts

  • August 18, 2015
    Working With Disabled Clients and a Client’s Disabled Family Members

  • September 15, 2015
    The Ascendency of Income Tax Planning

  • October 20, 2015
    Post-Mortem Estate Planning

  • November 17, 2015
    Retirement Benefit Planning: Dealing With the Uncertainties

  • December 8, 2015
    Ethics Issues in Trust Administration

2016 dates and topics

  • January 26, 2016 
    Estate Planning in 2016   

  • February 23, 2016
    Professionalism in Estate Planning  

  • March 22, 2016 
    Ethics Issues Arising in Estate Planning for Those in Different Family Contexts 

  • April 26, 2016 
    Life Insurance Revisited

  • May 24, 2016
    The Sometimes Complicated World of Charitable Giving

  • June 28, 2016
    Preserving the Integrity of the Estate Plan

  • July 26, 2016 
    Liability Risks Arising From Holding Certain Assets in Trust

  • August 23, 2016
    Asset Protection Planning Without Going Offshore

  • September 27, 2016 
    “Super Creditor”!  IRS Tools and Tactics to Collect an Unpaid Tax Liability

  • October 18, 2016 
    Directed and Delegated Trusts – The Options Available and The Risks Involved

  • November 15, 2016
    The Ongoing March of Breach of Duty Claims and How to Protect Against Them  

  • December 6, 2016
    Nation of Elders:  Estate Planning for an Aging Population