Contemporary Challenges in Trust Administration

Date: Tuesday, October 20, 2020
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

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. In this teleconference, we will discuss the following important issues that arise in trust administration:

  • Loans to Beneficiaries
  • Administration of Trusts for Beneficiaries Dealing with Addiction
  • Balancing Investment Performance With Beneficiaries’ Needs
  • Administration of Digital Assets

Add to My Outlook Calendar

Add to My Google Calendar

See Upcoming Event Calendar