Best Designs for the Exercise of Discretion by a Trustee

Prairie Trust™ invites you to a complimentary luncheon webinar: Best Designs for the Exercise of Discretion by a Trustee

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 webinar, 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

Speakers (via webinar):

Charles A. Redd; Stinson LLP

Turney P. Berry; Wyatt, Tarrant & Combs LLP

To reserve your seat, please RSVP by Friday, October 16, 2026.

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Continuing Education:

CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.