Trust Administration Challenges Faced by 21st Century Trustees

Trust Administration Challenges Faced by 21st Century Trustees

By Prairie Trust™

Overview

This webinar will explore trustee discretion—balancing settlor intent, beneficiary needs, loans, addiction issues, investments, and risk.

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.

Category: Business, Finance

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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Events

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Hosting

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Free
May 19 · 12:00 PM CDT