Join us for a complimentary, live webinar hosted by The Stephenson National Bank & Trust: Trust Administration Challenges Faced by 21st Century Trustees
Date: May 19, 2026
Time: 12:00pm-1:30pm
Location: 1820 Hall Ave, Marinette, WI
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
Continuing Education:
CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.