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.
