Trust Administration Challenges Faced by 21st Century Trustees

Date: Tuesday, May 19, 2026
Time: 11:30am - 1:30pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

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This Cannon Teleconference will be only offered live in person at the Minnehaha Country Club. The recording will be posted in the SFEPC document library about a week after the event. CE will only be available for those attending the live event in person, unless the CE you're applying for allows credit for viewing recordings.

 

A buffet lunch will be served starting at 11:30 am. The 90-minute webinar begins at noon.

 

Registration will close at 5 pm on Thursday, May 14th. 

 

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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