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  • Cannon Financial Institute 2025 Estate Planning Teleconference Series

 

Cannon Financial Institute 2025 Estate Planning Teleconference Series

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

Registration


Register

November 18, 2025: Asset Protection Planning – What Can Succeed and What’s Doomed to Failure

Sponsored by: Holland Law Offices & Plimoth Investment Advisors


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:

Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children. Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation. Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection. This webinar will address the following:

  • Avoiding fraudulent or voidable transfers
  • Tenancy by the entirety form of ownership and joint spousal trusts
  • Extent of protection inherent in qualified retirement plans,
  • IRAs and life insurance
  • Domestic asset protection trusts
  • Third party-settled trusts




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