Cannon Estate Planning Teleconference Series

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Don't Overlook the Power of Powers

Among the most useful tools at an estate planner's disposal is a power of appointment. There's an almost infinite variety of powers of appointment, and they can be used to accomplish numerous important tax and non-tax estate planning objectives. In addition, powers of appointment may have significant, and sometimes surprising, tax consequences.

In this presentation, we will examine numerous aspects of powers of appointment, including:

  • Types of powers of appointment
  • How to design, draft and exercise powers of appointment
  • Tax characteristics of powers of appointment
  • Goals that may be achieved using powers of appointment

Time and Location


    October 17, 2017


    Marcum LLP
    750 Third Avenue
    11th Floor
    New York City, NY  10017