Understanding Discretionary Distributions
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 firstname.lastname@example.org.
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