Discretionary Distributions: Drafting and Administering Along the Fiduciary Continuum
Date: Tuesday, March 6, 2018
Time: 4:30pm - 5:00pm
Location: Barnes & Thorburg LLP, One N. Wacker Dr., Suite 4400, Chicago, IL
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.
