Join us for a CE course for estate planning attorneys and CPAs. 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 interests 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:
- Designing Discretionary Distribution Language
- Incentive Trust Approaches
- Language That Confers Appropriate Investment Flexibility on the Trustee
- Drafting and Defending Reliance on Exculpatory Clauses
Join us on February 22, 2022 for an online estate planning program and earn continuing education credits for attorneys (MCLE) and/or CPAs (CPE).
CA MCLE CREDIT: 1.5 hours
CA CPE CREDIT (CPAs): 1.5 hours
