Fundamentals Workshop: “What Discretionary Standards/Language Really Means”
A continental breakfast will be available beginning at 8:30 a.m.
Presentation: 9:00 - 10:00 a.m.
Q&A Session: 10:00 - 10:30 a.m.
This Workshop will focus on the core principles underlying distributions from discretionary trusts. The presentation will explore the meaning of various discretionary standards, provide drafting tips, identify best practices for administering discretionary trusts, and highlight related discretionary considerations.