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
- Loans to Beneficiaries
- Administration of Trusts for Beneficiaries Dealing with Addiction
- Balancing Investment Performance With Beneficiaries’ Needs
- Administration of Digital Assets
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.
Purchase this teleconference + archive MP4 at the rate of $394 total: Click Here
Your archive will be available within 5 days of the live event.
State CE Exceptions:
Attorneys must apply for CLE approval
30 days before event date or earlier.
Click on your state for application.