Fundamentals Workshop: “What Discretionary Standards/Language Really Means”

Date: Tuesday, March 6, 2018
Time: 8:30am - 10:00am
Location: TBA
Speaker: Holly Baily, BMO; Erica Lord, The Northern Trust Company

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. 

Register Now

Add to My Outlook Calendar (see Google Calendar Instructions)

See Upcoming Event Calendar