Cannon: 2025 Estate Planning Series: Avoiding the Future Disruption of an Estate Plan - 8/19

PNC’s Private Bank is inviting you to attend Cannon Estate Planning Teleconference in person.

 2025 Estate Planning Series: Avoiding the Future Disruption of an Estate Plan
 Tuesday, August 19, 2025
12:00 pm – 1:30 pm
 
PNC Bank
3201 W White Oaks Dr., Suite 100B
Springfield, IL 62704
 
 

Summary of Teleconference:
A provision in a trust instrument saying the trust is irrevocable, or the irrevocable nature of a trust because of the death of the settlor, may, in 2025, be a mere minor impediment to making changes to the trust. Furthermore, a surviving spouse or beneficiaries who are unhappy with the terms of a decedent’s estate plan may launch a frontal assault on the plan. There are steps that can be taken to prevent or dissuade frivolous or vengeful actions by disgruntled parties and to help ensure a client’s carefully constructed estate plan is preserved intact. This webinar will highlight the following strategies:

 

Speakers will address:

  • Trust instrument provisions designed specifically to limit decanting and changes under the Uniform Trust Code and similar laws

  • Marital and cohabitation agreements

  • Drafting and enforcing “no contest” clauses

  • Mediation and arbitration provisions

 

Register for the teleconference by sending an email to jennifer.s.walker@pnc.com no later than NOON Monday, August 18th.
 
A box lunch will also be provided, so when sending an email to RSVP, please include your choice of sandwich from the following options:
Panera - 1) Grilled Chicken & Avo BLT, 2) Turkey & Cheddar , 3) Tuna Salad Sandwich, 4) Tomato Basil BLT, 5) Toasted Italiano or 6) Toasted Garden Caprese. 
Chips and cookie included.
 
There is no cost for this teleconference and attendees can earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states.  Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.

 
 

Jennifer (Jenn) S. Walker
Officer, Sales & Support Administrator
Central Illinois & Minneapolis Asset Management
 
PNC Private Bank
301 SW Adams Street
Peoria, IL 61602
 
Mail Stop: D2-Y701-03-3
(p) 309.655.5476 (f) 833.706.1452
Jennifer.s.walker@pnc.com

Sarah Croft