Say What You Mean and Mean What You Say
Leslie Kiefer Amann’s presentation entitled Reading, Interpreting and Drafting Trust Distribution Provisions that Say What You Mean and Mean What You Say, is an examination of ways to understand and communicate a grantor’s instructions, intent, values and perspective by concentrating on the content of trust documents. The approach is light-hearted but the goal is to find ways to improve communication between clients and their providers, not just the drafting attorneys but other advisors as well and consider how the language used impacts interpretation and administration.
About the Speaker:
As Chief Fiduciary Officer, Leslie works to ensure consistency and best practices where Sentinel Trust is named as trustee, executor, or agent. A background in business litigation and more than 25 years of experience administering trusts informs her work serving clients with complex fiduciary needs. Prior to joining Sentinel Trust, Leslie was a Market Trust Executive for a large publicly traded national bank and provided general and fiduciary counsel for a regional bank. In the first decade of her career, she litigated complex financial transactions on behalf of clients in private practice. She also taught as an Adjunct Professor at the University of Houston Law Center for twelve years. Leslie is a Fellow in the American College of Trust & Estate Counsel (ACTEC); a Past President of Houston Estate and Financial Forum; a Past President of the Houston Business and Estate Planning Council; Vice President of the Houston Bar Association Probate, Trusts and Estate Section Council; a Past Chairman of Texas Bankers Association Wealth Management & Trust Division; a Member of the Texas Trust School Advisory Board; an Instructor for Texas Trust and Graduate Trust Schools; she holds the AEP Designation from NAEPC and is a member of the NAEPC Speaker’s Bureau; a Sustaining Life Fellow of the Texas Bar Foundation and a frequent presenter of continuing education for state and local bar associations and estate planning councils.