Understanding Discretionary Distributions

May 10, 2016

The following “Understanding Discretionary Distributions” presentation highlights distribution considerations from a Trustee’s Perspective.  The presentation features topics such as:  Typical Distribution Standards, Communicating Grantor Intent and Assessing Beneficiary Need, Behind the Scenes:  Analyzing a Distribution Request, Case Studies on Handling Distribution Requests, etc.  Should you have follow-up questions regarding this presentation, kindly contact our Business Development Manager, Kristen Powers, at 302.230.5108 or by email at kpowers@commonwealth-trust.com.


Click the image below to launch a pdf version of the presentation.


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