Discretionary Distributions

Discretionary Distributions

Randy Pople, CFP, AEP, Pople Financial Consulting

The majority of private trusts contain language granting discretionary powers to the trustee. The administration of these trusts can pose challenges to even the most seasoned trust administrator. Mistakes in the exercise of discretion can result in damaged relationships, reputational risk, and even legal actions. This session on Discretionary Distributions will cover the responsibilities of the trustees in the administration of discretionary trusts with the backdrop of the uniform trust code.

Session Handbook: Download

Session Presentation: Download