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  • Cannon Financial Institute 2025 Estate Planning Teleconference Series

 

Cannon Financial Institute 2025 Estate Planning Teleconference Series

  • 19 Aug 2025
  • 12:30 PM - 2:30 PM
  • Chelsea Groton Bank, 904 Poquonnock Road, Groton, CT 06340

Registration


Register

August 19, 2025: Avoiding the Future Disruption of an Estate Plan

Sponsored by: Cipparone & Zaccaro, P.C.


12:30 lunch and networking ~ teleconference 1:00-2:30 pm


Free for members, all 2025 Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).


Please note that online registration closes at noon the Friday before each teleconference. 


About the Program:

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:


  • 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




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