Session Information
ABA Advanced Trust Forum
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Discretionary Distributions: Emerging Trends in Incentive Trusts
Track
:
Friday, August 21
Program Code:
16
Date:
Friday, August 21, 2009
Time:
10:30 AM to 11:30 AM
EST
Location:
Ballroom B
SPEAKER
:
James M. Marion, Office of Chief Fiduciary, U.S. Trust, Bank of America Private Wealth Management
Description
Today, more grantors want to link the behavior of beneficiaries to trust distributions, presenting new and additional challenges for trustees. Learn about standard incentive provisions in trusts, recognize the interpretation and administrative challenges these provisions create for trustees, and delve into the enforceability of incentive provisions, with an eye on how your own organization’s policies and procedures provide for this emerging trend.
No items are available for this session.
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