Trust Distributions: How Much? When? How and (Dare We Say) Why?

Overview

21st century wealth owners and their financial advisors often seek to design trusts that are flexible enough to withstand personal and financial changes yet manage the investment's outcome. Trusts serve the useful purpose of retaining control of funds pending certain events, after which funds may, can or must be transferred to or on behalf of the beneficiaries.

Hear the importance of having responsive and anticipatory trusts for your family. Take an in-depth approach in seeing the two view points: Internal affects on your family dynamics and external, technical factors in trust design. Address the following important questions: What are the crucial decisions that need to be made when a trust is established and during its administration? When and under what circumstances should distributions be made? What has worked and what hasn't? And, importantly, how should grantors think about these questions?


Date Published: Wednesday, January 26, 2011

Speaker

Douglas Moore, J.D. – U.S. Trust, Bank of America Private Wealth Mangement

Peter White J.D. – U.S. Trust, Bank of America Private Wealth Mangement

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