Best Designs for the Exercise of Discretion by a Trustee

The Trust Company specializes in helping individuals, businesses, and foundations reach their financial goals and prepare for retirement.

The Trust Company

Join The Trust Company of Tennessee for a presentation of Cannon Financial's 2022 Teleconference series.

The Trust Company of Tennessee

<ul>To ensure the health and safety of all participants, the Cannon Estate Planning Series will be offered VIRTUALLY ONLY. </ul>

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:

<ul><li>Designing Discretionary Distribution Language
</li><li>Incentive Trust Approaches
</li><li>Language That Confers Appropriate Investment Flexibility on the Trustee
</li><li>Drafting and Defending Reliance on Exculpatory Clauses</li></ul>

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Best Designs for the Exercise of Discretion by a Trustee

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Best Designs for the Exercise of Discretion by a Trustee

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