Cannon Financial CE Credit Webinar - Contemporary Challenges in Trust Administration
Date: Tuesday, October 20, 2020
Time: 10:00am - 11:30am
Location: Online Webinar - the access link and materials provided prior to the Webinar date
Speaker: Charles A. Redd and Turney P. Berry
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