Cannon 2025 Estate Planning Series: Balancing Income Tax Planning and Estate Tax Planning - 7/22

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

2025 Estate Planning Series: Balancing Income Tax Planning and Estate Tax Planning
 
Tuesday, July 22, 2025
12:00 pm – 1:30 pm
 
PNC Bank
3201 W White Oaks Dr., Suite 100B
Springfield, IL 62704
 

Summary of Teleconference:
Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country’s political and economic climate. Far more often than not, when an estate planner designs a plan, the planner doesn't know what the tax laws will look like when the plan is implemented. In addition, in some cases, the composition and aggregate value of a client’s estate changes materially between the time when estate planning documents were signed and the client’s death. Thus, building flexibility into estate plans so that post-death decisions can be made to minimize estate tax, or income tax, as appropriate, is paramount. In this webinar, we will focus on:
 
 

Speakers will address:

  • Portability and “Clayton” QTIP trusts

  • Using general powers of appointment and other strategies to achieve “free” basis step-up

  • Design and uses of long-term, multigenerational trusts

  • Minimizing trust-level income taxes

 
Register for the teleconference by sending an email to Jennifer.S.Walker@pnc.com no later than NOON Monday, July 21st.
 

A box lunch will also be provided, so when sending an email to RSVP, please include your choice of sandwich from the following options:

Jimmy John’s - 1) Pepe (ham & cheese), 2) Big John (roast beef), 3) Turkey Tom, 4) Vito (salami, capocollo, cheese, onion, oil & vinegar), 5) The Veggie (double cheese, avocado spread & cucumber) or 6) JJ BLT.  Sandwiches come with lettuce, tomato, and mayo.

 
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

Sarah Croft