Trust Administration Challenges Faced by 21st Century Trustees
Overview
Prairie Trust™ invites you to a complimentary luncheon webinar: Trust Administration Challenges Faced by 21st Century Trustees
Trust 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 webinar, we will discuss the following important issues that seem to arise with increasing frequency in trust administration:
- Loans to beneficiaries
- Administration of trusts for beneficiaries dealing with addiction
- Balancing investment performance with beneficiaries’ needs
- Steps to mitigate risks
Speakers (via webinar):
Charles A. Redd; Stinson LLP
Turney P. Berry; Wyatt, Tarrant & Combs LLP
To reserve your seat, please RSVP by Friday, May 15, 2026.
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Continuing Education:
CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.
Good to know
Highlights
- 1 hour 30 minutes
- In person
Location
Prairie Trust™
N16W23321 Stone Ridge Dr.
Waukesha, WI 53188
How do you want to get there?
Organized by
Prairie Trust™
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