Discretionary Distributions: A Trustee’s Guideline

May 1, 2013

When beginning the process of establishing a trust, grantors often have a general idea as to whom they will name as a beneficiary. Often, they will also know under what circumstances they would like a trustee to make a distribution to said beneficiary. However, effectively conveying that intent within a trust document is often a daunting task. This task requires more than a grantor simply conveying his wishes to the drafting attorney. TO READ MORE CLICK THE FOLLOWING LINK:  Presentation re Discretionary Distributions – A Trustee’s Guideline.