Oct. 20 - Springfield Cannon Teleconference "Contemporary Challenges in Trust Administration
Springfield Cannon Teleconference "Contemporary Challenges in Trust Administration"
Tuesday, October 20, 2020
12:00 to 1:00 p.m.
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Larry Clipp, Relationship Strategist for PNC's Wealth Management Group, invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
Summary of Teleconference:
Trust instruments contain provisions conferring investment and distribution discretion on the Trustee and defining the extend of the 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 the trust administration:
Speakers will address:
Loans to Beneficiaries
Administration of Trusts for Beneficiaries Dealing With Addiction
Balancing Investment Performance With Beneficiaries’ Needs
Administration of Digital Assets