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• Cannon Financial Institute 2026 Estate Planning Teleconference Series

  • When
    17 Feb 2026
  •  
    12:30 PM - 2:30 PM
  • Location
    Chelsea Groton Bank, 904 Poquonnock Road, Groton, CT 06340

  Register

  February 17, 2026: Brave New World – Estate Planning with Digital Assets

  
  

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

  
  

  Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).

  
  

  About the Program:

  The deployment and use of so-called digital assets continues to proliferate at supersonic speed. Virtually anyone who uses a computer or a smart phone has digital assets whether he or she recognizes them as such or not. Some digital assets are just items or information that may have intangible value to the owner and his or her family members but no monetary value. Other digital assets, such as cryptocurrency or the “key” to gain access to cryptocurrency, may have tremendous monetary value. A fiduciary in the 21st century must be prepared to recognize and handle digital assets.

  
  

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• Cannon Financial Institute 2026 Estate Planning Teleconference Series

  • When
    24 Mar 2026
  •  
    12:30 PM - 2:30 PM
  • Location
    Chelsea Groton Bank, 904 Poquonnock Road, Groton, CT 06340

  Register

  March 24, 2026: The Role of Life Insurance in Estate Planning

  Sponsored by: Pochal & Pochal

  
  

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

  
  

  Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).

  
  

  About the Program:

  Life insurance is an enigma, and much misunderstood, in the estate planning world. Some clients (and their advisors) love it; others hate it. In any event, the thoughtful approach to life insurance is that it is neither the solution to be uncritically accepted for all estate planning needs, nor should it be irrationally avoided in all situations. In sum, it has its place.
  

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• Cannon Financial Institute 2026 Estate Planning Teleconference Series

  • When
    21 Apr 2026
  •  
    12:30 PM - 2:30 PM
  • Location
    Chelsea Groton Bank, 904 Poquonnock Road, Groton, CT 06340

  Register

  April 21, 2026: The Ins and Outs of Gifts Not Subject to Gift Tax

  Co-sponsored* by: Goldblatt Bokoff LLC

  
  

  *Interested in co-sponsoring this session? Contact us!

  
  

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

  
  

  Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).

  
  

  About the Program:

  Nontaxable gifts may be an attractive component of a comprehensive estate plan. Structured properly, nontaxable gifts facilitate moving value out of the donor’s eventual taxable estate without erosion of the donor’s estate and gift tax basic exclusion amount or GST exemption. The simplest type of nontaxable gifts is an outright gift of cash, directly to the target donee, within the amount of the gift tax annual exclusion. However, gifts in trust or gifts of certain types of assets can be problematic.

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• Cannon Financial Institute 2026 Estate Planning Teleconference Series

  • When
    19 May 2026
  •  
    12:30 PM - 2:30 PM
  • Location
    Chelsea Groton Bank, 904 Poquonnock Road, Groton, CT 06340

  Register

  May 19, 2026: Trust Administration Challenges Faced by 21st Century Trustees

  Sponsored by: Holland Law Offices LLC

  
  

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

  
  

  Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).

  
  

  About the Program:

  Trust instruments contain provisions conferring investment and distribution discretion on the Trustee and defining the extent of that discretion. The Trustee interpreting and implementing the trust instrument must engage in a delicate balancing of the intentions of the settlor and the current and anticipated future circumstances of the beneficiaries.
  

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• Cannon Financial Institute 2026 Estate Planning Teleconference Series

  • When
    23 Jun 2026
  •  
    12:30 PM - 2:30 PM
  • Location
    Chelsea Groton Bank, 904 Poquonnock Road, Groton, CT 06340

  Register

  June 23, 2026: Estate Planning and Administration Professionals in the Dock (Ethics)

  Sponsored by: Guinan & Houle LLC

  
  

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

  
  

  Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).

  
  

  About the Program:

  The world of estate planning and trust administration is fraught with a variety of landmines, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law.

  
  

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• Cannon Financial Institute 2026 Estate Planning Teleconference Series

  • When
    21 Jul 2026
  •  
    12:30 PM - 2:30 PM
  • Location
    Chelsea Groton Bank, 904 Poquonnock Road, Groton, CT 06340

  Register

  July 21, 2026: Valuation and Gross Estate Inclusion Issues

  Interested in sponsoring this session? Contact us! 

  
  

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

  
  

  Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).

  
  

  About the Program:

  The IRS and the judiciary continue to generate considerable traffic in evaluating and ruling on matters of interest to estate planners and professionals who administer estates and trusts. Particularly active areas of developing law over the past few years have been the valuation of property potentially subject to gift or estate tax and determining what assets are properly includable in a decedent’s gross estate.
  

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• Cannon Financial Institute 2026 Estate Planning Teleconference Series

  • When
    18 Aug 2026
  •  
    12:30 PM - 2:30 PM
  • Location
    Chelsea Groton Bank, 904 Poquonnock Road, Groton, CT 06340

  Register

  August 18, 2026: Tales from the Crypt (Constitution Avenue): IRS Tools and Tactics to Collect a Delinquent Tax Liability

  Interested in sponsoring this session? Contact us! 

  
  

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

  
  

  Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).

  
  

  About the Program:

  The federal government has overarching powers to collect tax debts that far surpass the collection mechanisms available to ordinary creditors. Knowing what these powers are and how they may be deployed is important not only when embroiled in an audit or collection proceeding but also when considering certain fiduciary transactions such as a sale of trust property or a distribution to a beneficiary.

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• Cannon Financial Institute 2026 Estate Planning Teleconference Series

  • When
    15 Sep 2026
  •  
    12:30 PM - 2:30 PM
  • Location
    Chelsea Groton Bank, 904 Poquonnock Road, Groton, CT 06340

  Register

  September 15, 2026: Resolving Trust Disputes Without Going to the Mat

  Sponsored by: Washington Trust Wealth Management

  
  

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

  
  

  Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).

  
  

  About the Program:

  A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans.
  

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• Cannon Financial Institute 2026 Estate Planning Teleconference Series

  • When
    20 Oct 2026
  •  
    12:30 PM - 2:30 PM
  • Location
    Chelsea Groton Bank, 904 Poquonnock Road, Groton, CT 06340

  Register

  October 20, 2026: Best Designs for the Exercise of Discretion by a Trustee

  Sponsored by: Dime Bank Trust Services

  
  

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

  
  

  Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).

  
  

  About the Program:

  The heart of trust administration is the Trustee’s thoughtful exercise of discretion. Clients and their estate planners rely heavily on the core concept that Trustees will follow carefully applicable trust law and parameters established in the governing instrument in making subjective decisions that will promote the best interests of the beneficiaries.

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• Cannon Financial Institute 2026 Estate Planning Teleconference Series

  • When
    17 Nov 2026
  •  
    12:30 PM - 2:30 PM
  • Location
    Chelsea Groton Bank, 904 Poquonnock Road, Groton, CT 06340

  Register

  November 17, 2026: Qualified Retirement Plans and IRAs – Planning Under SECURE 2.0 Act of 2022 & 2024 Final Regulations

  Interested in sponsoring this session? Contact us! 

  
  

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

  
  

  Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).

  
  

  About the Program:

  Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is a unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment return – while preserving as much dispositive flexibility as possible. This quest is often elusive.

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• Cannon Financial Institute 2026 Estate Planning Teleconference Series

  • When
    08 Dec 2026
  •  
    12:30 PM - 2:30 PM
  • Location
    Chelsea Groton Bank, 904 Poquonnock Road, Groton, CT 06340

  Register

  December 8, 2026: Ethics Dilemmas Arising in Various Joint Representation Scenarios

  Co-sponsored* by: Grenger Law Offices

  
  

  *Interested in co-sponsoring this session? Contact us!

  
  

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

  
  

  Free for members, $35 for guests, all Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).

  
  

  About the Program:

  Concurrent representation of multiple parties may give rise to a host of ethics-related issues. Chief among them are potential conflicting interests and the need to respect barriers between or among clients regarding information they rightfully consider personal and confidential. When these issues are or become insurmountable, declining or removing oneself from a problematic engagement may be the only viable path.

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