Canon Teleconference: Best Designs for the Exercise of Discretion by a Trustee - 2/22

PNC's Private Bank invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
 

Best Designs for the Exercise of Discretion by a Trustee
 
Tuesday, February 22, 2022
12:00 pm – 1:00 pm
Streaming access is available
 

Summary of Teleconference:
The heart of trust administration is the Trustee’s thoughtful exercise of discretion.  Clients and their estate planners rely heavily on the core concept that Trustees will follow carefully applicable trust law and parameters established in the governing instrument in making subjective decisions that will promote the best interest of the beneficiaries.  In this teleconference, we will examine various options for conferring fiduciary discretion consistent with the client’s objectives and good practice, including the following:

Speakers will address:

  • Designing Discretionary Distribution Language

  • Incentive Trust Approach

  • Language That Confers Appropriate Investment Flexibility on the Trustee

  • Drafting and Defending Reliance on Exculpatory Clauses



Register for the teleconference by sending an email to jennifer.julius@pnc.com.

Streaming information, as well as the teleconference material, will be sent to you by return email.


There is no cost for this teleconference and attendees can earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.

Sarah Croft