Designing Discretionary Distribution Standards to Protect the Settlor, the Beneficiary and the Trustee

August 26, 2014
Live webinar 1:00 - 2:30 pm (ET)

The wording of a discretionary distribution standard can have significant consequences, positive and negative, for the settlor, the beneficiaries, and the trustee. Discretionary language must be carefully tailored to meet a client’s objectives, and this requires a thorough understanding of the legal principles that govern the interpretation of a discretionary standard.

Webinar objectives:

  • Recognize the effect of savings clauses.
  • Analyze enforceability of standard by beneficiaries and creditors.
  • Explain with more clarity and understand how language is interpreted.
  • Design appropriate private trustee removal provisions to preserve flexibility.


Call 866-352-9539 or

Live Webinar ID: 393311

1:00 pm - 2:30 pm ET

Tuition: $199

Ask about continuing education credit.

Can't Attend? CD & Manual package available online.


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