Join us for a complimentary, live webinar hosted by The Stephenson National Bank & Trust: Best Designs for the Exercise of Discretion by a Trustee
Date: October 20, 2026
Time: 12:00pm-1:30pm
Location: 1820 Hall Ave, Marinette, WI
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
Continuing Education:
CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.